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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 | $164,900 | $154,159+7.0% | $130,026+26.8% | $139,456+18.2% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 13.22% | 32.50%-19.3pp | -137.26%+150.5pp | 373.45%-360.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,800 | $6,710-13.6% | $5,821-0.4% | $6,711-13.6% |
| Admin fee / account holder | $1,057 | $14,001-92.5% | $10,608-90.0% | $11,407-90.7% |