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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 | $125,190-2.3% | $105,624+15.7% | $145,897-16.2% |
| Participation rate | 59.1% | 77.6%-18.5pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 10.03% | 225.22%-215.2pp | 116.20%-106.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,277 | $3,720-65.7% | $3,168-59.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,767 | $5,716-69.1% | $5,013-64.7% | $6,689-73.6% |
| Admin fee / account holder | $14,960 | $17,138-12.7% | $10,961+36.5% | $13,390+11.7% |