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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 | $199,739 | $227,566-12.2% | $189,558+5.4% | $167,518+19.2% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.5%-20.1pp | 82.1%-23.8pp |
| Annual return | 16.88% | 78.43%-61.5pp | 64.19%-47.3pp | 478.71%-461.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,308 | $7,002-24.2% | $6,174-14.0% | $6,342-16.3% |
| Admin fee / account holder | $682 | $11,881-94.3% | $9,809-93.0% | $12,312-94.5% |