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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 | $164,399 | $154,159+6.6% | $130,026+26.4% | $139,456+17.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 15.38% | 32.50%-17.1pp | -137.26%+152.6pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,342 | $6,710-35.3% | $5,821-25.4% | $6,711-35.3% |
| Admin fee / account holder | $5,317 | $14,001-62.0% | $10,608-49.9% | $11,407-53.4% |