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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 | $165,928 | $183,516-9.6% | $155,534+6.7% | $145,884+13.7% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,951 | $5,315-63.3% | $4,675-58.3% | $4,662-58.1% |
| Participant deferral / active EE | $3,825 | $6,467-40.8% | $5,630-32.1% | $6,690-42.8% |
| Admin fee / account holder | $4,080 | $19,293-78.9% | $15,900-74.3% | $13,392-69.5% |