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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 | $147,430 | $155,555-5.2% | $146,866+0.4% | $155,188-5.0% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 12.12% | 115.41%-103.3pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,601 | $8,044+6.9% | $7,759+10.8% | $6,531+31.7% |
| Admin fee / account holder | $1,759 | $14,755-88.1% | $13,620-87.1% | $14,480-87.9% |