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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 | $179,466 | $176,838+1.5% | $146,685+22.3% | $167,518+7.1% |
| Participation rate | 42.1% | 83.6%-41.5pp | 80.1%-38.0pp | 82.1%-40.0pp |
| Annual return | 14.93% | 24.04%-9.1pp | 22.75%-7.8pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,182 | $6,441-35.1% | $5,507-24.0% | $6,342-34.1% |
| Admin fee / account holder | $606 | $13,262-95.4% | $10,281-94.1% | $12,312-95.1% |