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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 | $153,432 | $201,264-23.8% | $184,185-16.7% | $145,978+5.1% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 10.48% | 29.00%-18.5pp | 28.81%-18.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,756 | $9,806-51.5% | $9,132-47.9% | $6,690-28.9% |
| Admin fee / account holder | $1,698 | $16,376-89.6% | $13,909-87.8% | $13,400-87.3% |