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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 | $154,046 | $183,592-16.1% | $155,574-1.0% | $145,877+5.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.04% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,262 | $5,317-57.5% | $4,676-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $3,728 | $6,466-42.3% | $5,629-33.8% | $6,691-44.3% |
| Admin fee / account holder | $17,667 | $19,316-8.5% | $15,914+11.0% | $13,402+31.8% |