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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 | $154,569 | $124,314+24.3% | $109,163+41.6% | $167,518-7.7% |
| Participation rate | 47.6% | 79.4%-31.8pp | 75.9%-28.3pp | 82.1%-34.5pp |
| Annual return | 9.90% | 26.04%-16.1pp | 25.75%-15.9pp | 478.71%-468.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,020 | $5,256-61.6% | $4,654-56.6% | $6,342-68.2% |
| Admin fee / account holder | $1,325 | $7,973-83.4% | $6,754-80.4% | $12,312-89.2% |