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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 | $130,439 | $171,272-23.8% | $127,803+2.1% | $152,909-14.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.0%-29.0pp | 82.5%-32.5pp |
| Annual return | 18.84% | 23.54%-4.7pp | 26.14%-7.3pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,242 | $7,043+2.8% | $6,023+20.2% | $5,851+23.8% |
| Admin fee / account holder | $1,443 | $14,540-90.1% | $9,399-84.6% | $11,601-87.6% |