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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 | $167,617 | $149,679+12.0% | $117,039+43.2% | $147,586+13.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 15.03% | 19.31%-4.3pp | 18.95%-3.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,897 | $4,912-61.4% | $3,929-51.7% | $5,439-65.1% |
| Admin fee / account holder | $5,073 | $7,856-35.4% | $5,974-15.1% | $10,886-53.4% |