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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 | $151,090 | $145,431+3.9% | $211,142-28.4% | $87,485+72.7% |
| Participation rate | 52.6% | 84.7%-32.1pp | 87.3%-34.7pp | 68.9%-16.3pp |
| Annual return | 15.38% | 27.21%-11.8pp | 46.84%-31.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,513 | $6,859+24.1% | $9,284-8.3% | $4,274+99.2% |
| Admin fee / account holder | $1,216 | $17,052-92.9% | $19,076-93.6% | $7,775-84.4% |