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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 | $183,592-18.3% | $155,574-3.6% | $145,877+2.8% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 15.41% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,655 | $5,317-50.1% | $4,676-43.2% | $4,663-43.1% |
| Participant deferral / active EE | $3,546 | $6,466-45.2% | $5,629-37.0% | $6,691-47.0% |
| Admin fee / account holder | $511 | $19,316-97.4% | $15,914-96.8% | $13,402-96.2% |