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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 | $159,658 | $124,346+28.4% | $111,308+43.4% | $167,536-4.7% |
| Participation rate | 52.4% | 79.6%-27.3pp | 77.3%-24.9pp | 82.1%-29.7pp |
| Annual return | 14.25% | 37.45%-23.2pp | 54.67%-40.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,688 | $3,437-50.9% | $2,732-38.2% | $4,839-65.1% |
| Participant deferral / active EE | $2,758 | $5,182-46.8% | $4,487-38.5% | $6,342-56.5% |
| Admin fee / account holder | $1,015 | $10,621-90.4% | $7,965-87.3% | $12,315-91.8% |