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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 | $181,830 | $217,432-16.4% | $185,849-2.2% | $167,536+8.5% |
| Participation rate | 47.4% | 86.1%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 13.56% | 148.42%-134.9pp | 122.10%-108.5pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,380 | $5,875-76.5% | $5,169-73.3% | $4,839-71.5% |
| Participant deferral / active EE | $3,970 | $6,357-37.6% | $5,569-28.7% | $6,342-37.4% |
| Admin fee / account holder | $6,637 | $19,818-66.5% | $16,244-59.1% | $12,315-46.1% |