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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 | $172,141 | $183,539-6.2% | $155,556+10.7% | $145,897+18.0% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 19.41% | 61.31%-41.9pp | 64.84%-45.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,813 | $5,315-47.1% | $4,675-39.8% | $4,663-39.7% |
| Participant deferral / active EE | $7,527 | $6,467+16.4% | $5,631+33.7% | $6,689+12.5% |
| Admin fee / account holder | $21,060 | $19,275+9.3% | $15,885+32.6% | $13,390+57.3% |