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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 | $179,312 | $183,592-2.3% | $155,574+15.3% | $145,877+22.9% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 14.96% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,224 | $5,317-58.2% | $4,676-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $4,403 | $6,466-31.9% | $5,629-21.8% | $6,691-34.2% |
| Admin fee / account holder | $1,771 | $19,316-90.8% | $15,914-88.9% | $13,402-86.8% |