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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 | $218,369 | $254,759-14.3% | $216,567+0.8% | $198,609+9.9% |
| Participation rate | 54.5% | 84.5%-30.0pp | 81.6%-27.1pp | 82.4%-27.8pp |
| Annual return | 6.64% | 10.04%-3.4pp | 12.94%-6.3pp | 202.70%-196.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,253 | $6,948-24.4% | $6,191-15.1% | $6,977-24.7% |
| Admin fee / account holder | $259,529 | $26,311+886.4% | $21,981+1080.7% | $19,030+1263.8% |