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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 | $141,335 | $165,361-14.5% | $149,715-5.6% | $158,950-11.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.27% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,383 | $5,103-72.9% | $4,645-70.2% | $4,762-71.0% |
| Participant deferral / active EE | $8,888 | $7,182+23.8% | $6,842+29.9% | $5,983+48.6% |
| Admin fee / account holder | $1,163 | $10,808-89.2% | $9,310-87.5% | $11,248-89.7% |