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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 | $159,826 | $183,516-12.9% | $155,534+2.8% | $145,884+9.6% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.43% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,327 | $5,315-56.2% | $4,675-50.2% | $4,662-50.1% |
| Participant deferral / active EE | $5,491 | $6,467-15.1% | $5,630-2.5% | $6,690-17.9% |
| Admin fee / account holder | $981 | $19,293-94.9% | $15,900-93.8% | $13,392-92.7% |