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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 | $168,994 | $157,304+7.4% | $141,197+19.7% | $152,909+10.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.01% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,809 | $5,263-65.6% | $4,736-61.8% | $4,764-62.0% |
| Participant deferral / active EE | $3,159 | $7,111-55.6% | $6,710-52.9% | $5,851-46.0% |
| Admin fee / account holder | $8,327 | $12,126-31.3% | $10,265-18.9% | $11,601-28.2% |