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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 | $144,582 | $162,136-10.8% | $152,301-5.1% | $154,746-6.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 20.61% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,713 | $8,341+16.5% | $8,004+21.4% | $6,730+44.3% |
| Admin fee / account holder | $15,332 | $15,759-2.7% | $14,398+6.5% | $14,365+6.7% |