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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 | $125,184-2.3% | $105,607+15.8% | $145,884-16.2% |
| Participation rate | 59.1% | 77.6%-18.6pp | 75.3%-16.2pp | 80.3%-21.2pp |
| Annual return | 10.03% | 225.00%-215.0pp | 116.11%-106.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,277 | $3,720-65.7% | $3,167-59.7% | $4,662-72.6% |
| Participant deferral / active EE | $1,767 | $5,714-69.1% | $5,011-64.7% | $6,690-73.6% |
| Admin fee / account holder | $14,960 | $17,133-12.7% | $10,958+36.5% | $13,392+11.7% |