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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 | $171,561 | $167,533+2.4% | $151,645+13.1% | $134,545+27.5% |
| Participation rate | 57.9% | 88.4%-30.5pp | 87.5%-29.6pp | 81.2%-23.3pp |
| Annual return | -13.90% | 7.81%-21.7pp | 3.34%-17.2pp | 418.37%-432.3pp |
| Employer contribution / active EE | $5,452 | $6,828-20.2% | $6,165-11.6% | $4,742+15.0% |
| Participant deferral / active EE | $9,885 | $8,985+10.0% | $8,363+18.2% | $6,401+54.4% |
| Admin fee / account holder | $793 | $13,781-94.2% | $11,614-93.2% | $11,431-93.1% |