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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 | $172,555 | $166,131+3.9% | $164,975+4.6% | $145,877+18.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 10.01% | 100.37%-90.4pp | 70.12%-60.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,405 | $5,276-73.4% | $4,343-67.6% | $4,663-69.9% |
| Participant deferral / active EE | $2,896 | $6,962-58.4% | $6,033-52.0% | $6,691-56.7% |
| Admin fee / account holder | $425 | $16,648-97.4% | $12,688-96.6% | $13,402-96.8% |