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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 | $171,570 | $183,516-6.5% | $155,534+10.3% | $145,884+17.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.52% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,671 | $5,315-49.7% | $4,675-42.9% | $4,662-42.7% |
| Participant deferral / active EE | $8,348 | $6,467+29.1% | $5,630+48.3% | $6,690+24.8% |
| Admin fee / account holder | $652 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |