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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 | $179,633 | $142,354+26.2% | $125,529+43.1% | $155,188+15.8% |
| Participation rate | 56.5% | 78.1%-21.5pp | 74.7%-18.2pp | 80.8%-24.3pp |
| Annual return | 14.11% | 306.06%-291.9pp | 202.56%-188.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,149 | $5,491-6.2% | $4,813+7.0% | $6,531-21.2% |
| Admin fee / account holder | $5,056 | $19,392-73.9% | $16,298-69.0% | $14,480-65.1% |