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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 | $170,444 | $154,159+10.6% | $130,026+31.1% | $139,456+22.2% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.5%-37.6pp | 80.3%-39.4pp |
| Annual return | 13.86% | 32.50%-18.6pp | -137.26%+151.1pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,343 | $5,292-74.6% | $4,321-68.9% | $4,753-71.7% |
| Participant deferral / active EE | $5,535 | $6,710-17.5% | $5,821-4.9% | $6,711-17.5% |
| Admin fee / account holder | $2,357 | $14,001-83.2% | $10,608-77.8% | $11,407-79.3% |