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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 | $142,538 | $157,276-9.4% | $141,177+1.0% | $152,885-6.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 24.66% | 64.33%-39.7pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,758 | $5,262-66.6% | $4,736-62.9% | $4,763-63.1% |
| Participant deferral / active EE | $7,627 | $7,110+7.3% | $6,710+13.7% | $5,851+30.4% |
| Admin fee / account holder | $10,624 | $12,123-12.4% | $10,263+3.5% | $11,598-8.4% |