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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 | $171,209 | $166,242+3.0% | $165,071+3.7% | $145,884+17.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 14.10% | 100.44%-86.3pp | 70.17%-56.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,199 | $6,964-68.4% | $6,035-63.6% | $6,690-67.1% |
| Admin fee / account holder | $1,196 | $16,658-92.8% | $12,695-90.6% | $13,392-91.1% |