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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 | $183,592-6.2% | $155,567+10.7% | $145,959+17.9% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 19.41% | 61.24%-41.8pp | 64.74%-45.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $2,813 | $5,315-47.1% | $4,674-39.8% | $4,661-39.6% |
| Participant deferral / active EE | $7,527 | $6,464+16.4% | $5,628+33.7% | $6,689+12.5% |
| Admin fee / account holder | $21,060 | $19,318+9.0% | $15,916+32.3% | $13,398+57.2% |