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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 | $141,964 | $148,582-4.5% | $135,942+4.4% | $139,456+1.8% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 16.88% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $2,361 | $5,245-55.0% | $4,858-51.4% | $4,753-50.3% |
| Participant deferral / active EE | $8,102 | $8,1010% | $7,759+4.4% | $6,711+20.7% |
| Admin fee / account holder | $1,207 | $12,402-90.3% | $10,764-88.8% | $11,407-89.4% |