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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 | $176,760 | $166,131+6.4% | $164,975+7.1% | $145,877+21.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 8.99% | 100.37%-91.4pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,420 | $5,276-73.1% | $4,343-67.3% | $4,663-69.6% |
| Participant deferral / active EE | $4,518 | $6,962-35.1% | $6,033-25.1% | $6,691-32.5% |
| Admin fee / account holder | $3,525 | $16,648-78.8% | $12,688-72.2% | $13,402-73.7% |