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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 | $140,147 | $148,623-5.7% | $135,974+3.1% | $139,466+0.5% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 24.74% | 79.30%-54.6pp | 68.30%-43.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $1,620 | $5,246-69.1% | $4,859-66.7% | $4,754-65.9% |
| Participant deferral / active EE | $4,050 | $8,103-50.0% | $7,760-47.8% | $6,712-39.7% |
| Admin fee / account holder | $6,387 | $12,406-48.5% | $10,767-40.7% | $11,409-44.0% |