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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 | $122,254 | $125,237-2.4% | $105,608+15.8% | $145,877-16.2% |
| Participation rate | 59.1% | 77.7%-18.6pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 10.03% | 225.76%-215.7pp | 116.50%-106.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,277 | $3,720-65.7% | $3,167-59.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,767 | $5,711-69.1% | $5,010-64.7% | $6,691-73.6% |
| Admin fee / account holder | $14,960 | $17,287-13.5% | $11,028+35.7% | $13,402+11.6% |