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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 | $164,426 | $183,627-10.5% | $155,602+5.7% | $145,978+12.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.32% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,240 | $5,316-76.7% | $4,675-73.5% | $4,662-73.4% |
| Participant deferral / active EE | $5,384 | $6,466-16.7% | $5,629-4.4% | $6,690-19.5% |
| Admin fee / account holder | $19,769 | $19,327+2.3% | $15,923+24.1% | $13,400+47.5% |