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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 | $144,125 | $211,288-31.8% | $178,540-19.3% | $145,884-1.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.87% | 30.27%-19.4pp | 27.15%-16.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,897 | $6,967+113.8% | $6,281+137.2% | $6,690+122.7% |
| Admin fee / account holder | $43,257 | $12,105+257.3% | $10,424+315.0% | $13,392+223.0% |