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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 | $146,322 | $211,224-30.7% | $178,505-18.0% | $145,897+0.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 10.44% | 30.28%-19.8pp | 27.16%-16.7pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,009 | $4,577-78.0% | $3,955-74.5% | $4,663-78.4% |
| Participant deferral / active EE | $1,482 | $6,966-78.7% | $6,280-76.4% | $6,689-77.8% |
| Admin fee / account holder | $763 | $12,109-93.7% | $10,428-92.7% | $13,390-94.3% |