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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 | $125,353 | $86,288+45.3% | $111,306+12.6% | $85,851+46.0% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 11.05% | 19.99%-8.9pp | 54.67%-43.6pp | 318.63%-307.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,204 | $3,641-12.0% | $4,488-28.6% | $3,952-18.9% |
| Admin fee / account holder | $9,031 | $8,189+10.3% | $7,966+13.4% | $6,261+44.3% |