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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 | $145,151 | $110,379+31.5% | $102,412+41.7% | $145,884-0.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 17.66% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,878 | $5,622-31.0% | $5,060-23.4% | $6,690-42.0% |
| Admin fee / account holder | $4,285 | $9,745-56.0% | $8,388-48.9% | $13,392-68.0% |