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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 | $171,434 | $176,105-2.7% | $159,474+7.5% | $167,536+2.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 24.80% | 331.91%-307.1pp | 263.68%-238.9pp | 478.82%-454.0pp |
| Employer contribution / active EE | $1,905 | $5,299-64.0% | $4,831-60.6% | $4,839-60.6% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $2,189 | $12,559-82.6% | $10,802-79.7% | $12,315-82.2% |