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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 | $180,906 | $208,088-13.1% | $186,193-2.8% | $154,746+16.9% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 15.95% | 89.97%-74.0pp | 78.03%-62.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,281 | $7,078-39.5% | $6,513-34.3% | $6,730-36.4% |
| Admin fee / account holder | $3,521 | $11,698-69.9% | $11,058-68.2% | $14,365-75.5% |