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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 | $163,951 | $172,111-4.7% | $150,298+9.1% | $137,256+19.4% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 15.18% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,384 | $4,636-48.6% | $4,154-42.6% | $4,156-42.6% |
| Participant deferral / active EE | $7,868 | $6,166+27.6% | $5,453+44.3% | $6,407+22.8% |
| Admin fee / account holder | $8,034 | $16,471-51.2% | $14,116-43.1% | $12,270-34.5% |