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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 | $212,312 | $211,288+0.5% | $178,540+18.9% | $145,884+45.5% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 13.07% | 30.27%-17.2pp | 27.15%-14.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,058 | $6,967-56.1% | $6,281-51.3% | $6,690-54.3% |
| Admin fee / account holder | $1,609 | $12,105-86.7% | $10,424-84.6% | $13,392-88.0% |