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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 | $158,079 | $125,778+25.7% | $114,563+38.0% | $154,746+2.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 16.65% | 295.14%-278.5pp | 241.09%-224.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $321 | $2,806-88.6% | $2,592-87.6% | $4,379-92.7% |
| Participant deferral / active EE | $2,121 | $4,445-52.3% | $4,142-48.8% | $6,730-68.5% |
| Admin fee / account holder | $2,112 | $8,190-74.2% | $7,623-72.3% | $14,365-85.3% |