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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 | $173,737 | $157,276+10.5% | $141,177+23.1% | $152,885+13.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 19.76% | 64.33%-44.6pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,278 | $5,262-75.7% | $4,736-73.0% | $4,763-73.2% |
| Participant deferral / active EE | $3,891 | $7,110-45.3% | $6,710-42.0% | $5,851-33.5% |
| Admin fee / account holder | $849 | $12,123-93.0% | $10,263-91.7% | $11,598-92.7% |