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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 | $148,989 | $148,623+0.2% | $135,974+9.6% | $139,466+6.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.45% | 79.30%-53.9pp | 68.30%-42.9pp | 373.66%-348.2pp |
| Employer contribution / active EE | $2,579 | $5,246-50.8% | $4,859-46.9% | $4,754-45.8% |
| Participant deferral / active EE | $4,393 | $8,103-45.8% | $7,760-43.4% | $6,712-34.6% |
| Admin fee / account holder | $632 | $12,406-94.9% | $10,767-94.1% | $11,409-94.5% |