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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 | $227,291-29.7% | $214,702-25.5% | $155,188+3.0% |
| Participation rate | 46.2% | 88.0%-41.8pp | 87.5%-41.3pp | 80.8%-34.6pp |
| Annual return | 18.84% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,124 | $9,582-4.8% | $9,147-0.3% | $6,531+39.7% |
| Admin fee / account holder | $2,789 | $20,413-86.3% | $19,830-85.9% | $14,480-80.7% |