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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 | $163,158 | $157,304+3.7% | $141,197+15.6% | $152,909+6.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.79% | 64.34%-44.6pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $13,139 | $5,263+149.7% | $4,736+177.4% | $4,764+175.8% |
| Participant deferral / active EE | $6,970 | $7,111-2.0% | $6,710+3.9% | $5,851+19.1% |
| Admin fee / account holder | $1,200 | $12,126-90.1% | $10,265-88.3% | $11,601-89.7% |