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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 | $146,166 | $148,582-1.6% | $135,942+7.5% | $139,456+4.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.85% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,054 | $8,101+11.8% | $7,759+16.7% | $6,711+34.9% |
| Admin fee / account holder | $572 | $12,402-95.4% | $10,764-94.7% | $11,407-95.0% |