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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 | $150,313 | $157,304-4.4% | $141,197+6.5% | $152,909-1.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.42% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,770 | $7,111+121.8% | $6,710+135.0% | $5,851+169.5% |
| Admin fee / account holder | $24,330 | $12,126+100.6% | $10,265+137.0% | $11,601+109.7% |