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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 | $181,185 | $183,516-1.3% | $155,534+16.5% | $145,884+24.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.34% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,268 | $5,315-76.1% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $5,563 | $6,467-14.0% | $5,630-1.2% | $6,690-16.8% |
| Admin fee / account holder | $790 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |