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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 | $167,211 | $166,268+0.6% | $165,100+1.3% | $145,897+14.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 25.78% | 100.52%-74.7pp | 70.21%-44.4pp | 552.29%-526.5pp |
| Employer contribution / active EE | $1,555 | $5,284-70.6% | $4,348-64.2% | $4,663-66.6% |
| Participant deferral / active EE | $2,814 | $6,964-59.6% | $6,035-53.4% | $6,689-57.9% |
| Admin fee / account holder | $20,372 | $16,659+22.3% | $12,696+60.5% | $13,390+52.1% |