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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 | $143,074 | $157,296-9.0% | $141,191+1.3% | $152,897-6.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 18.33% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,819 | $5,262-65.4% | $4,736-61.6% | $4,764-61.8% |
| Participant deferral / active EE | $5,858 | $7,111-17.6% | $6,710-12.7% | $5,851+0.1% |
| Admin fee / account holder | $9,007 | $12,125-25.7% | $10,264-12.2% | $11,599-22.3% |