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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 | $163,228 | $166,089-1.7% | $164,928-1.0% | $145,978+11.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.42% | 100.26%-90.8pp | 70.08%-60.7pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,874 | $5,276-64.5% | $4,343-56.9% | $4,662-59.8% |
| Participant deferral / active EE | $3,054 | $6,961-56.1% | $6,034-49.4% | $6,690-54.3% |
| Admin fee / account holder | $15,779 | $16,641-5.2% | $12,684+24.4% | $13,400+17.8% |