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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 | $159,846 | $209,336-23.6% | $197,124-18.9% | $137,256+16.5% |
| Participation rate | 46.2% | 87.3%-41.2pp | 86.7%-40.6pp | 80.0%-33.8pp |
| Annual return | 18.84% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,124 | $9,614-5.1% | $9,135-0.1% | $6,407+42.4% |
| Admin fee / account holder | $2,789 | $17,308-83.9% | $16,298-82.9% | $12,270-77.3% |