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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 | $150,791 | $148,629+1.5% | $135,982+10.9% | $139,487+8.1% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 16.27% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $3,886 | $5,247-25.9% | $4,859-20.0% | $4,755-18.3% |
| Participant deferral / active EE | $15,557 | $8,102+92.0% | $7,760+100.5% | $6,713+131.8% |
| Admin fee / account holder | $30,914 | $12,406+149.2% | $10,767+187.1% | $11,407+171.0% |