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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 | $148,347 | $211,288-29.8% | $178,540-16.9% | $145,884+1.7% |
| Participation rate | 56.3% | 80.8%-24.6pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 10.39% | 30.27%-19.9pp | 27.15%-16.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,531 | $4,574-66.5% | $3,953-61.3% | $4,662-67.2% |
| Participant deferral / active EE | $9,085 | $6,967+30.4% | $6,281+44.6% | $6,690+35.8% |
| Admin fee / account holder | $1,135 | $12,105-90.6% | $10,424-89.1% | $13,392-91.5% |