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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 | $201,305 | $178,174+13.0% | $156,181+28.9% | $137,256+46.7% |
| Participation rate | 26.7% | 82.0%-55.4pp | 78.8%-52.2pp | 80.0%-53.3pp |
| Annual return | 13.27% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,746 | $6,888-60.1% | $6,132-55.2% | $6,407-57.1% |
| Admin fee / account holder | $10,109 | $17,404-41.9% | $14,586-30.7% | $12,270-17.6% |