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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 | $157,671 | $165,399-4.7% | $149,745+5.3% | $158,982-0.8% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 17.55% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,442 | $5,105-71.8% | $4,646-69.0% | $4,763-69.7% |
| Participant deferral / active EE | $4,980 | $7,183-30.7% | $6,843-27.2% | $5,983-16.8% |
| Admin fee / account holder | $348 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |