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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 | $157,255 | $197,637-20.4% | $177,848-11.6% | $158,982-1.1% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 10.16% | 58.77%-48.6pp | 48.33%-38.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $5,923 | $6,698-11.6% | $5,919+0.1% | $4,763+24.4% |
| Participant deferral / active EE | $8,207 | $8,405-2.4% | $7,714+6.4% | $5,983+37.2% |
| Admin fee / account holder | $17,266 | $15,406+12.1% | $12,431+38.9% | $11,252+53.5% |