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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 | $177,506 | $162,785+9.0% | $133,959+32.5% | $158,950+11.7% |
| Participation rate | 28.6% | 83.2%-54.7pp | 79.8%-51.3pp | 82.0%-53.4pp |
| Annual return | 5.79% | 41.94%-36.2pp | 45.09%-39.3pp | 302.91%-297.1pp |
| Employer contribution / active EE | $1,583 | $4,975-68.2% | $3,919-59.6% | $4,762-66.7% |
| Participant deferral / active EE | $2,552 | $5,910-56.8% | $5,047-49.4% | $5,983-57.3% |
| Admin fee / account holder | $114,329 | $11,738+874.0% | $8,928+1180.6% | $11,248+916.4% |