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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 | $159,827 | $118,877+34.4% | $96,570+65.5% | $167,536-4.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 12.17% | 50.50%-38.3pp | 37.79%-25.6pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,610 | $3,121-16.4% | $2,357+10.7% | $4,839-46.1% |
| Participant deferral / active EE | $6,597 | $4,617+42.9% | $3,849+71.4% | $6,342+4.0% |
| Admin fee / account holder | $1,528 | $8,069-81.1% | $6,182-75.3% | $12,315-87.6% |