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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 | $162,299 | $172,111-5.7% | $150,298+8.0% | $137,256+18.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,926 | $4,636-58.5% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $8,922 | $6,166+44.7% | $5,453+63.6% | $6,407+39.3% |
| Admin fee / account holder | $12,995 | $16,471-21.1% | $14,116-7.9% | $12,270+5.9% |