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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 | $141,447 | $157,304-10.1% | $141,197+0.2% | $152,909-7.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.29% | 64.34%-44.1pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,863 | $5,263-45.6% | $4,736-39.6% | $4,764-39.9% |
| Participant deferral / active EE | $5,442 | $7,111-23.5% | $6,710-18.9% | $5,851-7.0% |
| Admin fee / account holder | $1,196 | $12,126-90.1% | $10,265-88.4% | $11,601-89.7% |