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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 | $142,972+5.7% | $214,702-29.6% | $86,983+73.7% |
| Participation rate | 52.6% | 84.9%-32.2pp | 87.5%-34.8pp | 69.5%-16.9pp |
| Annual return | 15.38% | 18.49%-3.1pp | 54.55%-39.2pp | 25.83%-10.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,513 | $6,568+29.6% | $9,147-6.9% | $4,194+103.0% |
| Admin fee / account holder | $1,216 | $17,617-93.1% | $19,830-93.9% | $7,856-84.5% |