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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 | $150,509 | $183,592-18.0% | $155,574-3.3% | $145,877+3.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.60% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,468 | $5,317-72.4% | $4,676-68.6% | $4,663-68.5% |
| Participant deferral / active EE | $4,204 | $6,466-35.0% | $5,629-25.3% | $6,691-37.2% |
| Admin fee / account holder | $2,218 | $19,316-88.5% | $15,914-86.1% | $13,402-83.5% |