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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 | $160,072 | $157,304+1.8% | $141,197+13.4% | $152,909+4.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.03% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $6,004 | $5,263+14.1% | $4,736+26.8% | $4,764+26.0% |
| Participant deferral / active EE | $2,878 | $7,111-59.5% | $6,710-57.1% | $5,851-50.8% |
| Admin fee / account holder | $1,204 | $12,126-90.1% | $10,265-88.3% | $11,601-89.6% |