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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 | $161,765 | $154,159+4.9% | $130,026+24.4% | $139,456+16.0% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 14.29% | 32.50%-18.2pp | -137.26%+151.6pp | 373.45%-359.2pp |
| Employer contribution / active EE | $2,112 | $5,292-60.1% | $4,321-51.1% | $4,753-55.6% |
| Participant deferral / active EE | $4,898 | $6,710-27.0% | $5,821-15.8% | $6,711-27.0% |
| Admin fee / account holder | $7,345 | $14,001-47.5% | $10,608-30.8% | $11,407-35.6% |