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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 | $171,828 | $139,948+22.8% | $121,663+41.2% | $154,746+11.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 12.36% | 230.52%-218.2pp | 147.54%-135.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $860 | $3,521-75.6% | $3,020-71.5% | $4,379-80.4% |
| Participant deferral / active EE | $2,490 | $5,629-55.8% | $4,887-49.0% | $6,730-63.0% |
| Admin fee / account holder | $23,577 | $17,321+36.1% | $14,289+65.0% | $14,365+64.1% |