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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 | $165,983 | $183,539-9.6% | $155,556+6.7% | $145,897+13.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.01% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,376 | $5,315-74.1% | $4,675-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $5,514 | $6,467-14.7% | $5,631-2.1% | $6,689-17.6% |
| Admin fee / account holder | $6,824 | $19,275-64.6% | $15,885-57.0% | $13,390-49.0% |