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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 | $157,210 | $105,210+49.4% | $159,487-1.4% | $85,851+83.1% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.8%-22.1pp | 69.3%-8.6pp |
| Annual return | 15.20% | 45.08%-29.9pp | 263.71%-248.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,488 | $3,319-55.2% | $4,831-69.2% | $2,565-42.0% |
| Participant deferral / active EE | $10,772 | $5,946+81.2% | $7,354+46.5% | $3,952+172.6% |
| Admin fee / account holder | $1,174 | $6,934-83.1% | $10,804-89.1% | $6,261-81.3% |