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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 | $147,140 | $106,864+37.7% | $147,318-0.1% | $82,637+78.1% |
| Participation rate | 67.6% | 75.5%-7.9pp | 82.1%-14.4pp | 68.1%-0.4pp |
| Annual return | 14.81% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,650 | $6,496-13.0% | $7,906-28.5% | $4,126+36.9% |
| Admin fee / account holder | $2,778 | $8,415-67.0% | $13,708-79.7% | $7,339-62.1% |