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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 | $152,107 | $157,304-3.3% | $141,197+7.7% | $152,909-0.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 25.89% | 64.34%-38.5pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,855 | $7,111-45.8% | $6,710-42.6% | $5,851-34.1% |
| Admin fee / account holder | $2,189 | $12,126-81.9% | $10,265-78.7% | $11,601-81.1% |