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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 | $166,131+0.6% | $164,975+1.4% | $145,877+14.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 25.78% | 100.37%-74.6pp | 70.12%-44.3pp | 551.28%-525.5pp |
| Employer contribution / active EE | $1,555 | $5,276-70.5% | $4,343-64.2% | $4,663-66.6% |
| Participant deferral / active EE | $2,814 | $6,962-59.6% | $6,033-53.4% | $6,691-57.9% |
| Admin fee / account holder | $20,372 | $16,648+22.4% | $12,688+60.6% | $13,402+52.0% |