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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 | $159,271 | $157,276+1.3% | $141,177+12.8% | $152,885+4.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 18.43% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $2,855 | $5,262-45.7% | $4,736-39.7% | $4,763-40.1% |
| Participant deferral / active EE | $6,810 | $7,110-4.2% | $6,710+1.5% | $5,851+16.4% |
| Admin fee / account holder | $1,371 | $12,123-88.7% | $10,263-86.6% | $11,598-88.2% |