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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 | $175,457 | $166,131+5.6% | $164,975+6.4% | $145,877+20.3% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 17.48% | 100.37%-82.9pp | 70.12%-52.6pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,676 | $5,276-68.2% | $4,343-61.4% | $4,663-64.1% |
| Participant deferral / active EE | $2,095 | $6,962-69.9% | $6,033-65.3% | $6,691-68.7% |
| Admin fee / account holder | $20,206 | $16,648+21.4% | $12,688+59.3% | $13,402+50.8% |