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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 | $137,531 | $111,535+23.3% | $105,223+30.7% | $137,256+0.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 14.06% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,516 | $5,500-36.1% | $5,072-30.7% | $6,407-45.1% |
| Admin fee / account holder | $6,567 | $9,721-32.4% | $8,859-25.9% | $12,270-46.5% |