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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 | $150,796 | $172,111-12.4% | $150,298+0.3% | $137,256+9.9% |
| Participation rate | 35.0% | 81.7%-46.7pp | 77.8%-42.8pp | 80.0%-45.0pp |
| Annual return | 15.89% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,653 | $6,166-40.7% | $5,453-33.0% | $6,407-43.0% |
| Admin fee / account holder | $2,315 | $16,471-85.9% | $14,116-83.6% | $12,270-81.1% |