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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 | $154,159+10.3% | $130,026+30.7% | $139,456+21.9% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 18.17% | 32.50%-14.3pp | -137.26%+155.4pp | 373.45%-355.3pp |
| Employer contribution / active EE | $1,894 | $5,292-64.2% | $4,321-56.2% | $4,753-60.1% |
| Participant deferral / active EE | $5,606 | $6,710-16.5% | $5,821-3.7% | $6,711-16.5% |
| Admin fee / account holder | $1,447 | $14,001-89.7% | $10,608-86.4% | $11,407-87.3% |