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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 | $153,200 | $176,786-13.3% | $146,643+4.5% | $167,536-8.6% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-19.0pp |
| Annual return | 14.17% | 24.04%-9.9pp | 22.75%-8.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,040 | $6,440-21.7% | $5,506-8.5% | $6,342-20.5% |
| Admin fee / account holder | $833 | $13,262-93.7% | $10,280-91.9% | $12,315-93.2% |