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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 | $155,609 | $232,540-33.1% | $185,117-15.9% | $147,586+5.4% |
| Participation rate | 53.8% | 82.4%-28.5pp | 77.3%-23.4pp | 82.8%-29.0pp |
| Annual return | 8.27% | 43.03%-34.8pp | 40.50%-32.2pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,592 | $5,195-69.4% | $4,182-61.9% | $4,876-67.3% |
| Participant deferral / active EE | $5,782 | $5,834-0.9% | $5,045+14.6% | $5,439+6.3% |
| Admin fee / account holder | $27,817 | $10,275+170.7% | $8,159+240.9% | $10,886+155.5% |