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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 | $143,603 | $148,623-3.4% | $135,974+5.6% | $139,466+3.0% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.6pp | 80.3%-44.0pp |
| Annual return | 18.05% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,314 | $5,246-75.0% | $4,859-73.0% | $4,754-72.4% |
| Participant deferral / active EE | $3,834 | $8,103-52.7% | $7,760-50.6% | $6,712-42.9% |
| Admin fee / account holder | $1,249 | $12,406-89.9% | $10,767-88.4% | $11,409-89.1% |