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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 | $149,199 | $125,797+18.6% | $170,043-12.3% | $75,173+98.5% |
| Participation rate | 54.5% | 83.6%-29.1pp | 87.0%-32.5pp | 67.2%-12.7pp |
| Annual return | 20.03% | 27.20%-7.2pp | 53.40%-33.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,404 | $6,838+22.9% | $10,410-19.3% | $4,126+103.7% |
| Admin fee / account holder | $303 | $8,177-96.3% | $12,824-97.6% | $5,651-94.6% |