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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 | $166,856 | $178,174-6.4% | $156,181+6.8% | $137,256+21.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 10.94% | 84.19%-73.3pp | 64.87%-53.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,474 | $4,972-50.2% | $4,294-42.4% | $4,156-40.5% |
| Participant deferral / active EE | $10,651 | $6,888+54.6% | $6,132+73.7% | $6,407+66.3% |
| Admin fee / account holder | $6,464 | $17,404-62.9% | $14,586-55.7% | $12,270-47.3% |