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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 | $156,323 | $176,786-11.6% | $146,643+6.6% | $167,536-6.7% |
| Participation rate | 61.1% | 83.6%-22.5pp | 80.1%-19.0pp | 82.1%-21.0pp |
| Annual return | 13.36% | 24.04%-10.7pp | 22.75%-9.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,357 | $5,161-73.7% | $4,137-67.2% | $4,839-72.0% |
| Participant deferral / active EE | $3,948 | $6,440-38.7% | $5,506-28.3% | $6,342-37.8% |
| Admin fee / account holder | $8,997 | $13,262-32.2% | $10,280-12.5% | $12,315-26.9% |