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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 | $159,305 | $152,592+4.4% | $125,180+27.3% | $152,885+4.2% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 19.64% | 54.84%-35.2pp | 43.79%-24.1pp | 345.39%-325.7pp |
| Employer contribution / active EE | $2,062 | $4,947-58.3% | $3,866-46.7% | $4,763-56.7% |
| Participant deferral / active EE | $3,126 | $5,868-46.7% | $4,937-36.7% | $5,851-46.6% |
| Admin fee / account holder | $925 | $13,435-93.1% | $9,703-90.5% | $11,598-92.0% |