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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 | $175,158 | $157,276+11.4% | $141,177+24.1% | $152,885+14.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 15.45% | 64.33%-48.9pp | 71.40%-56.0pp | 345.39%-329.9pp |
| Employer contribution / active EE | $3,187 | $5,262-39.4% | $4,736-32.7% | $4,763-33.1% |
| Participant deferral / active EE | $7,112 | $7,1100% | $6,710+6.0% | $5,851+21.6% |
| Admin fee / account holder | $12,976 | $12,123+7.0% | $10,263+26.4% | $11,598+11.9% |