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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 | $166,974 | $183,539-9.0% | $155,556+7.3% | $145,897+14.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.91% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,151 | $5,315-59.5% | $4,675-54.0% | $4,663-53.9% |
| Participant deferral / active EE | $6,092 | $6,467-5.8% | $5,631+8.2% | $6,689-8.9% |
| Admin fee / account holder | $1,632 | $19,275-91.5% | $15,885-89.7% | $13,390-87.8% |