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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 | $165,807 | $157,304+5.4% | $141,197+17.4% | $152,909+8.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.03% | 64.34%-35.3pp | 71.41%-42.4pp | 345.46%-316.4pp |
| Employer contribution / active EE | $2,150 | $5,263-59.2% | $4,736-54.6% | $4,764-54.9% |
| Participant deferral / active EE | $7,903 | $7,111+11.1% | $6,710+17.8% | $5,851+35.1% |
| Admin fee / account holder | $812 | $12,126-93.3% | $10,265-92.1% | $11,601-93.0% |