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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 | $154,596 | $197,603-21.8% | $177,827-13.1% | $158,950-2.7% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 17.14% | 58.76%-41.6pp | 48.32%-31.2pp | 302.91%-285.8pp |
| Employer contribution / active EE | $1,483 | $6,698-77.9% | $5,918-74.9% | $4,762-68.8% |
| Participant deferral / active EE | $7,023 | $8,404-16.4% | $7,713-9.0% | $5,983+17.4% |
| Admin fee / account holder | $3,012 | $15,402-80.4% | $12,429-75.8% | $11,248-73.2% |