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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 | $169,983 | $154,193+10.2% | $130,045+30.7% | $139,466+21.9% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 18.17% | 32.51%-14.3pp | -137.30%+155.5pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,894 | $5,292-64.2% | $4,321-56.2% | $4,754-60.2% |
| Participant deferral / active EE | $5,606 | $6,709-16.4% | $5,820-3.7% | $6,712-16.5% |
| Admin fee / account holder | $1,447 | $13,989-89.7% | $10,600-86.4% | $11,409-87.3% |