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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 | $201,344-8.9% | $184,243-0.4% | $145,877+25.8% |
| Participation rate | 23.1% | 87.5%-64.4pp | 86.8%-63.7pp | 80.3%-57.2pp |
| Annual return | 22.34% | 29.01%-6.7pp | 28.82%-6.5pp | 551.28%-528.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,608 | $9,807-63.2% | $9,132-60.5% | $6,691-46.1% |
| Admin fee / account holder | $1,384 | $16,382-91.6% | $13,914-90.1% | $13,402-89.7% |