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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 | $135,288 | $162,812-16.9% | $133,971+1.0% | $158,966-14.9% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 13.00% | 41.94%-28.9pp | 45.09%-32.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,112 | $5,910+3.4% | $5,047+21.1% | $5,983+2.2% |
| Admin fee / account holder | $5,979 | $11,741-49.1% | $8,929-33.0% | $11,250-46.8% |