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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 | $162,299 | $185,312-12.4% | $161,489+0.5% | $154,746+4.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 16.98% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,926 | $4,769-59.6% | $4,268-54.9% | $4,379-56.0% |
| Participant deferral / active EE | $8,922 | $6,350+40.5% | $5,630+58.5% | $6,730+32.6% |
| Admin fee / account holder | $12,995 | $18,654-30.3% | $16,006-18.8% | $14,365-9.5% |