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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 | $143,159 | $172,111-16.8% | $150,298-4.8% | $137,256+4.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,160 | $4,636-75.0% | $4,154-72.1% | $4,156-72.1% |
| Participant deferral / active EE | $9,958 | $6,166+61.5% | $5,453+82.6% | $6,407+55.4% |
| Admin fee / account holder | $901 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |