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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 | $143,386 | $110,379+29.9% | $102,412+40.0% | $145,884-1.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.83% | 24.84%-9.0pp | 24.94%-9.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,101 | $5,622+44.1% | $5,060+60.1% | $6,690+21.1% |
| Admin fee / account holder | $9,760 | $9,745+0.2% | $8,388+16.4% | $13,392-27.1% |