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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 | $166,337 | $165,381+0.6% | $149,730+11.1% | $158,966+4.6% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 20.61% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,098 | $5,104-78.5% | $4,645-76.4% | $4,762-77.0% |
| Participant deferral / active EE | $4,458 | $7,182-37.9% | $6,843-34.9% | $5,983-25.5% |
| Admin fee / account holder | $6,712 | $10,809-37.9% | $9,310-27.9% | $11,250-40.3% |