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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 | $162,674 | $165,381-1.6% | $149,730+8.6% | $158,966+2.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.01% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $5,899 | $5,104+15.6% | $4,645+27.0% | $4,762+23.9% |
| Participant deferral / active EE | $15,156 | $7,182+111.0% | $6,843+121.5% | $5,983+153.3% |
| Admin fee / account holder | $802 | $10,809-92.6% | $9,310-91.4% | $11,250-92.9% |