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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 | $167,317 | $227,291-26.4% | $214,702-22.1% | $155,188+7.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 87.5%-32.9pp | 80.8%-26.3pp |
| Annual return | 32.61% | 60.08%-27.5pp | 54.55%-21.9pp | 148.84%-116.2pp |
| Employer contribution / active EE | $2,122 | $6,772-68.7% | $6,461-67.1% | $4,248-50.0% |
| Participant deferral / active EE | $9,148 | $9,582-4.5% | $9,1470% | $6,531+40.1% |
| Admin fee / account holder | $5,663 | $20,413-72.3% | $19,830-71.4% | $14,480-60.9% |