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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 | $183,146 | $183,592-0.2% | $155,574+17.7% | $145,877+25.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.10% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,701 | $5,317-68.0% | $4,676-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $4,757 | $6,466-26.4% | $5,629-15.5% | $6,691-28.9% |
| Admin fee / account holder | $1,607 | $19,316-91.7% | $15,914-89.9% | $13,402-88.0% |