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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 | $168,297 | $157,296+7.0% | $141,191+19.2% | $152,897+10.1% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 22.08% | 64.34%-42.3pp | 71.41%-49.3pp | 345.43%-323.4pp |
| Employer contribution / active EE | $3,001 | $5,262-43.0% | $4,736-36.6% | $4,764-37.0% |
| Participant deferral / active EE | $10,079 | $7,111+41.7% | $6,710+50.2% | $5,851+72.3% |
| Admin fee / account holder | $657 | $12,125-94.6% | $10,264-93.6% | $11,599-94.3% |