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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 | $163,874 | $157,296+4.2% | $141,191+16.1% | $152,897+7.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 18.82% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,057 | $5,262-79.9% | $4,736-77.7% | $4,764-77.8% |
| Participant deferral / active EE | $3,719 | $7,111-47.7% | $6,710-44.6% | $5,851-36.4% |
| Admin fee / account holder | $3,511 | $12,125-71.0% | $10,264-65.8% | $11,599-69.7% |