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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 | $117,723 | $110,337+6.7% | $102,383+15.0% | $145,877-19.3% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 14.66% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,917 | $5,621+40.9% | $5,060+56.5% | $6,691+18.3% |
| Admin fee / account holder | $10,025 | $9,750+2.8% | $8,391+19.5% | $13,402-25.2% |