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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 | $162,482 | $157,296+3.3% | $141,191+15.1% | $152,897+6.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 39.59% | 64.34%-24.7pp | 71.41%-31.8pp | 345.43%-305.8pp |
| Employer contribution / active EE | $1,382 | $5,262-73.7% | $4,736-70.8% | $4,764-71.0% |
| Participant deferral / active EE | $8,187 | $7,111+15.1% | $6,710+22.0% | $5,851+39.9% |
| Admin fee / account holder | $887 | $12,125-92.7% | $10,264-91.4% | $11,599-92.4% |