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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 | $149,979 | $183,539-18.3% | $155,556-3.6% | $145,897+2.8% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 15.41% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,655 | $5,315-50.1% | $4,675-43.2% | $4,663-43.1% |
| Participant deferral / active EE | $3,546 | $6,467-45.2% | $5,631-37.0% | $6,689-47.0% |
| Admin fee / account holder | $511 | $19,275-97.4% | $15,885-96.8% | $13,390-96.2% |