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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 | $159,658 | $165,381-3.5% | $149,730+6.6% | $158,966+0.4% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 14.27% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,775 | $5,104-65.2% | $4,645-61.8% | $4,762-62.7% |
| Participant deferral / active EE | $3,304 | $7,182-54.0% | $6,843-51.7% | $5,983-44.8% |
| Admin fee / account holder | $3,571 | $10,809-67.0% | $9,310-61.6% | $11,250-68.3% |