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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 | $212,386-24.7% | $199,883-20.0% | $138,895+15.1% |
| Participation rate | 46.2% | 87.4%-41.2pp | 86.8%-40.6pp | 79.9%-33.8pp |
| Annual return | 18.84% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,124 | $9,617-5.1% | $9,138-0.2% | $6,396+42.6% |
| Admin fee / account holder | $2,789 | $18,233-84.7% | $17,268-83.8% | $12,562-77.8% |