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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 | $115,400 | $172,758-33.2% | $149,600-22.9% | $138,895-16.9% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 79.9%-39.9pp |
| Annual return | 24.03% | 181.17%-157.1pp | 129.59%-105.6pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,396 | $8,180+14.9% | $7,203+30.5% | $6,396+46.9% |
| Admin fee / account holder | $785 | $17,615-95.5% | $13,963-94.4% | $12,562-93.8% |