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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 | $245,954 | $174,379+41.0% | $152,093+61.7% | $138,895+77.1% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 12.72% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,947 | $16,880-88.5% | $14,497-86.6% | $12,562-84.5% |