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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 | $114,660 | $106,247+7.9% | $96,515+18.8% | $139,466-17.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 18.77% | 38.47%-19.7pp | 35.73%-17.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,003 | $5,456-8.3% | $4,880+2.5% | $6,712-25.5% |
| Admin fee / account holder | $764 | $7,885-90.3% | $6,735-88.7% | $11,409-93.3% |