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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 | $156,399 | $157,296-0.6% | $141,191+10.8% | $152,897+2.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 26.93% | 64.34%-37.4pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,151 | $5,262-78.1% | $4,736-75.7% | $4,764-75.8% |
| Participant deferral / active EE | $9,337 | $7,111+31.3% | $6,710+39.1% | $5,851+59.6% |
| Admin fee / account holder | $1,244 | $12,125-89.7% | $10,264-87.9% | $11,599-89.3% |