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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 | $157,091 | $209,425-25.0% | $178,499-12.0% | $158,966-1.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 23.12% | 188.80%-165.7pp | 151.10%-128.0pp | 302.95%-279.8pp |
| Employer contribution / active EE | $1,629 | $5,707-71.5% | $5,011-67.5% | $4,762-65.8% |
| Participant deferral / active EE | $7,043 | $5,955+18.3% | $5,202+35.4% | $5,983+17.7% |
| Admin fee / account holder | $2,046 | $17,078-88.0% | $13,986-85.4% | $11,250-81.8% |