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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 | $162,427 | $172,111-5.6% | $150,298+8.1% | $137,256+18.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.88% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,572 | $4,636-66.1% | $4,154-62.2% | $4,156-62.2% |
| Participant deferral / active EE | $5,195 | $6,166-15.7% | $5,453-4.7% | $6,407-18.9% |
| Admin fee / account holder | $487 | $16,471-97.0% | $14,116-96.6% | $12,270-96.0% |