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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 | $164,396 | $165,381-0.6% | $149,730+9.8% | $158,966+3.4% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 20.09% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,946 | $5,104-42.3% | $4,645-36.6% | $4,762-38.1% |
| Participant deferral / active EE | $7,091 | $7,182-1.3% | $6,843+3.6% | $5,983+18.5% |
| Admin fee / account holder | $1,701 | $10,809-84.3% | $9,310-81.7% | $11,250-84.9% |