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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 | $166,916 | $172,111-3.0% | $150,298+11.1% | $137,256+21.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 14.16% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,377 | $4,636-48.7% | $4,154-42.8% | $4,156-42.8% |
| Participant deferral / active EE | $5,158 | $6,166-16.3% | $5,453-5.4% | $6,407-19.5% |
| Admin fee / account holder | $10,177 | $16,471-38.2% | $14,116-27.9% | $12,270-17.1% |