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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 | $164,325 | $166,268-1.2% | $165,100-0.5% | $145,897+12.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.30% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,549 | $5,284-70.7% | $4,348-64.4% | $4,663-66.8% |
| Participant deferral / active EE | $8,321 | $6,964+19.5% | $6,035+37.9% | $6,689+24.4% |
| Admin fee / account holder | $4,777 | $16,659-71.3% | $12,696-62.4% | $13,390-64.3% |