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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 | $165,962 | $132,099+25.6% | $115,599+43.6% | $138,895+19.5% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.3%-15.2pp | 79.9%-20.8pp |
| Annual return | 14.40% | 176.76%-162.4pp | 111.10%-96.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,240 | $3,416-34.4% | $2,955-24.2% | $4,194-46.6% |
| Participant deferral / active EE | $6,043 | $5,617+7.6% | $4,889+23.6% | $6,396-5.5% |
| Admin fee / account holder | $9,109 | $15,650-41.8% | $12,841-29.1% | $12,562-27.5% |