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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 | $174,083 | $217,432-19.9% | $185,849-6.3% | $167,536+3.9% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 10.35% | 148.42%-138.1pp | 122.10%-111.7pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,803 | $5,875-69.3% | $5,169-65.1% | $4,839-62.7% |
| Participant deferral / active EE | $6,557 | $6,357+3.1% | $5,569+17.7% | $6,342+3.4% |
| Admin fee / account holder | $1,325 | $19,818-93.3% | $16,244-91.8% | $12,315-89.2% |