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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 | $169,646 | $148,629+14.1% | $135,982+24.8% | $139,487+21.6% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 16.96% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,936 | $8,102+10.3% | $7,760+15.2% | $6,713+33.1% |
| Admin fee / account holder | $989 | $12,406-92.0% | $10,767-90.8% | $11,407-91.3% |