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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 | $140,676 | $114,119+23.3% | $107,187+31.2% | $138,895+1.3% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 123.96% | 273.21%-149.2pp | 204.55%-80.6pp | 145.39%-21.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,361 | $5,538-39.3% | $5,096-34.0% | $6,396-47.5% |
| Admin fee / account holder | $8,139 | $10,024-18.8% | $9,162-11.2% | $12,562-35.2% |