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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 | $159,860 | $166,131-3.8% | $164,975-3.1% | $145,877+9.6% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.6%-36.5pp | 80.3%-38.2pp |
| Annual return | 19.02% | 100.37%-81.3pp | 70.12%-51.1pp | 551.28%-532.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,839 | $6,962-44.9% | $6,033-36.4% | $6,691-42.6% |
| Admin fee / account holder | $21,325 | $16,648+28.1% | $12,688+68.1% | $13,402+59.1% |