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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 | $170,050 | $176,402-3.6% | $134,162+26.8% | $158,982+7.0% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 9.29% | 63.66%-54.4pp | 36.35%-27.1pp | 302.99%-293.7pp |
| Employer contribution / active EE | $156 | $5,042-96.9% | $3,705-95.8% | $4,763-96.7% |
| Participant deferral / active EE | $181 | $4,093-95.6% | $3,500-94.8% | $5,983-97.0% |
| Admin fee / account holder | $738 | $8,719-91.5% | $6,685-89.0% | $11,252-93.4% |