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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 | $185,379 | $162,136+14.3% | $152,301+21.7% | $154,746+19.8% |
| Participation rate | 65.2% | 84.1%-18.9pp | 82.4%-17.2pp | 80.7%-15.5pp |
| Annual return | 22.06% | 91.02%-69.0pp | 80.50%-58.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,633 | $8,341-56.4% | $8,004-54.6% | $6,730-46.0% |
| Admin fee / account holder | $1,395 | $15,759-91.1% | $14,398-90.3% | $14,365-90.3% |