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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 | $151,417 | $211,288-28.3% | $178,540-15.2% | $145,884+3.8% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 12.54% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,647 | $6,967+24.1% | $6,281+37.7% | $6,690+29.3% |
| Admin fee / account holder | $26,681 | $12,105+120.4% | $10,424+156.0% | $13,392+99.2% |