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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 | $156,150 | $152,592+2.3% | $125,180+24.7% | $152,885+2.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 22.12% | 54.84%-32.7pp | 43.79%-21.7pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,477 | $5,868+44.5% | $4,937+71.7% | $5,851+44.9% |
| Admin fee / account holder | $10,605 | $13,435-21.1% | $9,703+9.3% | $11,598-8.6% |