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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 | $165,220 | $157,296+5.0% | $141,191+17.0% | $152,897+8.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.32% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $3,000 | $5,262-43.0% | $4,736-36.7% | $4,764-37.0% |
| Participant deferral / active EE | $10,700 | $7,111+50.5% | $6,710+59.5% | $5,851+82.9% |
| Admin fee / account holder | $1,274 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |