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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 | $160,681 | $157,296+2.2% | $141,191+13.8% | $152,897+5.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.24% | 64.34%-43.1pp | 71.41%-50.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,840 | $5,262-65.0% | $4,736-61.2% | $4,764-61.4% |
| Participant deferral / active EE | $7,207 | $7,111+1.4% | $6,710+7.4% | $5,851+23.2% |
| Admin fee / account holder | $368 | $12,125-97.0% | $10,264-96.4% | $11,599-96.8% |