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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 | $158,782 | $157,296+0.9% | $141,191+12.5% | $152,897+3.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 21.77% | 64.34%-42.6pp | 71.41%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,567 | $5,262-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $6,600 | $7,111-7.2% | $6,710-1.6% | $5,851+12.8% |
| Admin fee / account holder | $3,288 | $12,125-72.9% | $10,264-68.0% | $11,599-71.7% |