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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 | $183,491 | $201,259-8.8% | $184,200-0.4% | $145,959+25.7% |
| Participation rate | 23.1% | 87.5%-64.4pp | 86.8%-63.8pp | 80.3%-57.2pp |
| Annual return | 22.34% | 28.98%-6.6pp | 28.80%-6.5pp | 561.95%-539.6pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,608 | $9,806-63.2% | $9,132-60.5% | $6,689-46.1% |
| Admin fee / account holder | $1,384 | $16,372-91.5% | $13,907-90.1% | $13,398-89.7% |