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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 | $181,134 | $185,905-2.6% | $170,057+6.5% | $139,487+29.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.64% | 60.56%-42.9pp | 53.42%-35.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,369 | $11,627-45.2% | $10,411-38.8% | $6,713-5.1% |
| Admin fee / account holder | $3,177 | $15,397-79.4% | $12,826-75.2% | $11,407-72.1% |