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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 | $156,026 | $165,381-5.7% | $149,730+4.2% | $158,966-1.8% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 14.17% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,070 | $5,104-59.4% | $4,645-55.4% | $4,762-56.5% |
| Participant deferral / active EE | $2,671 | $7,182-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $2,162 | $10,809-80.0% | $9,310-76.8% | $11,250-80.8% |