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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 | $164,651 | $202,440-18.7% | $169,390-2.8% | $139,466+18.1% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 19.35% | 532.36%-513.0pp | 406.07%-386.7pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,649 | $4,693-64.9% | $4,013-58.9% | $4,754-65.3% |
| Participant deferral / active EE | $6,934 | $6,940-0.1% | $6,222+11.4% | $6,712+3.3% |
| Admin fee / account holder | $1,108 | $10,722-89.7% | $9,015-87.7% | $11,409-90.3% |