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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 | $146,648 | $165,361-11.3% | $149,715-2.0% | $158,950-7.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.69% | 348.24%-332.5pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,598 | $5,103-68.7% | $4,645-65.6% | $4,762-66.4% |
| Participant deferral / active EE | $4,483 | $7,182-37.6% | $6,842-34.5% | $5,983-25.1% |
| Admin fee / account holder | $555 | $10,808-94.9% | $9,310-94.0% | $11,248-95.1% |