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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 | $182,150 | $201,344-9.5% | $184,243-1.1% | $145,877+24.9% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.6pp | 80.3%-53.0pp |
| Annual return | 11.85% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,965 | $9,807-39.2% | $9,132-34.7% | $6,691-10.8% |
| Admin fee / account holder | $5,532 | $16,382-66.2% | $13,914-60.2% | $13,402-58.7% |