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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 | $174,454 | $198,457-12.1% | $170,435+2.4% | $147,586+18.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.58% | 257.30%-241.7pp | 205.94%-190.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $4,482 | $6,183-27.5% | $5,432-17.5% | $4,876-8.1% |
| Participant deferral / active EE | $8,917 | $5,629+58.4% | $4,939+80.5% | $5,439+63.9% |
| Admin fee / account holder | $815 | $16,852-95.2% | $13,881-94.1% | $10,886-92.5% |