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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,589 | $174,379-24.5% | $152,093-13.5% | $138,895-5.3% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 13.29% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,056 | $6,159-50.4% | $5,451-43.9% | $6,396-52.2% |
| Admin fee / account holder | $17,776 | $16,880+5.3% | $14,497+22.6% | $12,562+41.5% |