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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 | $173,313 | $95,383+81.7% | $185,837-6.7% | $85,856+101.9% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.4pp |
| Annual return | 14.13% | 23.59%-9.5pp | 122.08%-107.9pp | 318.58%-304.5pp |
| Employer contribution / active EE | $1,867 | $3,313-43.6% | $5,168-63.9% | $2,565-27.2% |
| Participant deferral / active EE | $8,735 | $3,423+155.2% | $5,568+56.9% | $3,952+121.0% |
| Admin fee / account holder | $935 | $7,213-87.0% | $16,241-94.2% | $6,261-85.1% |