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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 | $153,954 | $183,592-16.1% | $155,574-1.0% | $145,877+5.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 17.42% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,440 | $5,317-54.1% | $4,676-47.8% | $4,663-47.7% |
| Participant deferral / active EE | $3,650 | $6,466-43.5% | $5,629-35.2% | $6,691-45.4% |
| Admin fee / account holder | $676 | $19,316-96.5% | $15,914-95.7% | $13,402-95.0% |