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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 | $182,558 | $183,592-0.6% | $155,574+17.3% | $145,877+25.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.33% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,983 | $5,317-62.7% | $4,676-57.6% | $4,663-57.5% |
| Participant deferral / active EE | $8,115 | $6,466+25.5% | $5,629+44.1% | $6,691+21.3% |
| Admin fee / account holder | $5,103 | $19,316-73.6% | $15,914-67.9% | $13,402-61.9% |