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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 | $171,401 | $148,629+15.3% | $135,982+26.0% | $139,487+22.9% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 20.19% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,353 | $5,247-55.2% | $4,859-51.6% | $4,755-50.5% |
| Participant deferral / active EE | $5,047 | $8,102-37.7% | $7,760-35.0% | $6,713-24.8% |
| Admin fee / account holder | $1,093 | $12,406-91.2% | $10,767-89.8% | $11,407-90.4% |