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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 | $169,418 | $165,381+2.4% | $149,730+13.1% | $158,966+6.6% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 11.19% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $2,614 | $5,104-48.8% | $4,645-43.7% | $4,762-45.1% |
| Participant deferral / active EE | $6,728 | $7,182-6.3% | $6,843-1.7% | $5,983+12.5% |
| Admin fee / account holder | $7,105 | $10,809-34.3% | $9,310-23.7% | $11,250-36.8% |