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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 | $140,973 | $162,812-13.4% | $133,971+5.2% | $158,966-11.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 11.36% | 41.94%-30.6pp | 45.09%-33.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,791 | $5,910-69.7% | $5,047-64.5% | $5,983-70.1% |
| Admin fee / account holder | $336 | $11,741-97.1% | $8,929-96.2% | $11,250-97.0% |