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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 | $147,637 | $127,790+15.5% | $106,555+38.6% | $167,536-11.9% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 25.36% | 33.88%-8.5pp | 26.80%-1.4pp | 478.82%-453.5pp |
| Employer contribution / active EE | $4,653 | $3,428+35.7% | $2,819+65.0% | $4,839-3.8% |
| Participant deferral / active EE | $4,129 | $5,088-18.9% | $4,399-6.1% | $6,342-34.9% |
| Admin fee / account holder | $1,140 | $11,229-89.8% | $7,408-84.6% | $12,315-90.7% |