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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 | $127,119 | $129,737-2.0% | $119,126+6.7% | $154,746-17.9% |
| Participation rate | 11.8% | 78.9%-67.1pp | 75.8%-64.0pp | 80.7%-68.9pp |
| Annual return | 18.15% | 379.08%-360.9pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $389 | $11,961-96.8% | $10,693-96.4% | $14,365-97.3% |