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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 | $162,324 | $183,539-11.6% | $155,556+4.4% | $145,897+11.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 29.88% | 61.31%-31.4pp | 64.84%-35.0pp | 552.29%-522.4pp |
| Employer contribution / active EE | $1,263 | $5,315-76.2% | $4,675-73.0% | $4,663-72.9% |
| Participant deferral / active EE | $9,693 | $6,467+49.9% | $5,631+72.1% | $6,689+44.9% |
| Admin fee / account holder | $833 | $19,275-95.7% | $15,885-94.8% | $13,390-93.8% |