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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 | $151,962 | $227,399-33.2% | $189,758-19.9% | $198,609-23.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 12.15% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,885 | $5,526-65.9% | $4,767-60.5% | $5,055-62.7% |
| Participant deferral / active EE | $5,821 | $6,837-14.9% | $5,856-0.6% | $6,977-16.6% |
| Admin fee / account holder | $1,204 | $25,162-95.2% | $20,388-94.1% | $19,030-93.7% |