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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 | $161,570 | $217,432-25.7% | $185,849-13.1% | $167,536-3.6% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 16.61% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,007 | $5,875-48.8% | $5,169-41.8% | $4,839-37.9% |
| Participant deferral / active EE | $4,060 | $6,357-36.1% | $5,569-27.1% | $6,342-36.0% |
| Admin fee / account holder | $2,417 | $19,818-87.8% | $16,244-85.1% | $12,315-80.4% |