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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 | $172,723 | $148,623+16.2% | $135,974+27.0% | $139,466+23.8% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 21.81% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,631 | $5,246-49.8% | $4,859-45.8% | $4,754-44.7% |
| Participant deferral / active EE | $7,040 | $8,103-13.1% | $7,760-9.3% | $6,712+4.9% |
| Admin fee / account holder | $10,067 | $12,406-18.9% | $10,767-6.5% | $11,409-11.8% |