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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 | $180,325 | $180,028+0.2% | $138,135+30.5% | $158,982+13.4% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 9.15% | 21.68%-12.5pp | 20.51%-11.4pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,981 | $7,717-9.5% | $6,431+8.5% | $5,983+16.7% |
| Admin fee / account holder | $8,109 | $17,912-54.7% | $11,856-31.6% | $11,252-27.9% |