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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 | $176,638 | $183,516-3.7% | $155,534+13.6% | $145,884+21.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.95% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,962 | $5,315-63.1% | $4,675-58.0% | $4,662-57.9% |
| Participant deferral / active EE | $3,199 | $6,467-50.5% | $5,630-43.2% | $6,690-52.2% |
| Admin fee / account holder | $1,558 | $19,293-91.9% | $15,900-90.2% | $13,392-88.4% |