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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 | $147,360 | $165,381-10.9% | $149,730-1.6% | $158,966-7.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.55% | 348.29%-331.7pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,053 | $5,104-79.4% | $4,645-77.3% | $4,762-77.9% |
| Participant deferral / active EE | $5,078 | $7,182-29.3% | $6,843-25.8% | $5,983-15.1% |
| Admin fee / account holder | $3,796 | $10,809-64.9% | $9,310-59.2% | $11,250-66.3% |