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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 | $150,255 | $176,402-14.8% | $134,162+12.0% | $158,982-5.5% |
| Participation rate | 16.7% | 78.7%-62.1pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 14.03% | 63.66%-49.6pp | 36.35%-22.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,055 | $5,042-79.1% | $3,705-71.5% | $4,763-77.9% |
| Participant deferral / active EE | $2,636 | $4,093-35.6% | $3,500-24.7% | $5,983-56.0% |
| Admin fee / account holder | $1,540 | $8,719-82.3% | $6,685-77.0% | $11,252-86.3% |