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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 | $165,734 | $183,627-9.7% | $155,602+6.5% | $145,978+13.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 12.74% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,697 | $5,316-49.3% | $4,675-42.3% | $4,662-42.1% |
| Participant deferral / active EE | $8,220 | $6,466+27.1% | $5,629+46.0% | $6,690+22.9% |
| Admin fee / account holder | $990 | $19,327-94.9% | $15,923-93.8% | $13,400-92.6% |