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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 | $181,409 | $183,516-1.1% | $155,534+16.6% | $145,884+24.4% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 12.98% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,694 | $5,315-49.3% | $4,675-42.4% | $4,662-42.2% |
| Participant deferral / active EE | $8,379 | $6,467+29.6% | $5,630+48.8% | $6,690+25.2% |
| Admin fee / account holder | $7,233 | $19,293-62.5% | $15,900-54.5% | $13,392-46.0% |