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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 | $218,798 | $209,336+4.5% | $197,124+11.0% | $137,256+59.4% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 16.44% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,218 | $9,614-35.3% | $9,135-31.9% | $6,407-2.9% |
| Admin fee / account holder | $856 | $17,308-95.1% | $16,298-94.8% | $12,270-93.0% |