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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 | $161,611 | $165,361-2.3% | $149,715+7.9% | $158,950+1.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.15% | 348.24%-332.1pp | 276.66%-260.5pp | 302.91%-286.8pp |
| Employer contribution / active EE | $1,920 | $5,103-62.4% | $4,645-58.7% | $4,762-59.7% |
| Participant deferral / active EE | $5,190 | $7,182-27.7% | $6,842-24.1% | $5,983-13.2% |
| Admin fee / account holder | $365 | $10,808-96.6% | $9,310-96.1% | $11,248-96.8% |