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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 | $164,040 | $157,276+4.3% | $141,177+16.2% | $152,885+7.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 27.50% | 64.33%-36.8pp | 71.40%-43.9pp | 345.39%-317.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,047 | $7,110+27.2% | $6,710+34.8% | $5,851+54.6% |
| Admin fee / account holder | $715 | $12,123-94.1% | $10,263-93.0% | $11,598-93.8% |