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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 | $169,255 | $183,592-7.8% | $155,574+8.8% | $145,877+16.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 55.55% | 61.37%-5.8pp | 64.87%-9.3pp | 551.28%-495.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,188 | $6,466-35.2% | $5,629-25.6% | $6,691-37.4% |
| Admin fee / account holder | $1,505 | $19,316-92.2% | $15,914-90.5% | $13,402-88.8% |