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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 | $167,134 | $166,268+0.5% | $165,100+1.2% | $145,897+14.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 16.07% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,591 | $5,284-51.0% | $4,348-40.4% | $4,663-44.4% |
| Participant deferral / active EE | $6,135 | $6,964-11.9% | $6,035+1.6% | $6,689-8.3% |
| Admin fee / account holder | $8,674 | $16,659-47.9% | $12,696-31.7% | $13,390-35.2% |