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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 | $160,274 | $157,276+1.9% | $141,177+13.5% | $152,885+4.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.50% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $1,422 | $5,262-73.0% | $4,736-70.0% | $4,763-70.1% |
| Participant deferral / active EE | $10,000 | $7,110+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $1,416 | $12,123-88.3% | $10,263-86.2% | $11,598-87.8% |