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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 | $169,916 | $152,619+11.3% | $125,195+35.7% | $152,909+11.1% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.5%-19.3pp |
| Annual return | 25.02% | 54.85%-29.8pp | 43.79%-18.8pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,008 | $4,947-39.2% | $3,866-22.2% | $4,764-36.9% |
| Participant deferral / active EE | $5,352 | $5,869-8.8% | $4,937+8.4% | $5,851-8.5% |
| Admin fee / account holder | $441 | $13,437-96.7% | $9,704-95.5% | $11,601-96.2% |