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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 | $150,937 | $157,304-4.0% | $141,197+6.9% | $152,909-1.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.08% | 64.34%-46.3pp | 71.41%-53.3pp | 345.46%-327.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,165 | $7,111-13.3% | $6,710-8.1% | $5,851+5.4% |
| Admin fee / account holder | $1,177 | $12,126-90.3% | $10,265-88.5% | $11,601-89.9% |