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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 | $150,198 | $172,111-12.7% | $150,298-0.1% | $137,256+9.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 14.77% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,857 | $4,636-59.9% | $4,154-55.3% | $4,156-55.3% |
| Participant deferral / active EE | $2,873 | $6,166-53.4% | $5,453-47.3% | $6,407-55.2% |
| Admin fee / account holder | $5,332 | $16,471-67.6% | $14,116-62.2% | $12,270-56.5% |