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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 | $166,020+0.7% | $164,866+1.4% | $145,959+14.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 25.78% | 100.08%-74.3pp | 69.97%-44.2pp | 561.95%-536.2pp |
| Employer contribution / active EE | $1,555 | $5,275-70.5% | $4,343-64.2% | $4,661-66.6% |
| Participant deferral / active EE | $2,814 | $6,961-59.6% | $6,033-53.4% | $6,689-57.9% |
| Admin fee / account holder | $20,372 | $16,644+22.4% | $12,689+60.5% | $13,398+52.1% |