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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 | $156,293 | $142,354+9.8% | $125,529+24.5% | $155,188+0.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 17.03% | 306.06%-289.0pp | 202.56%-185.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,491 | $3,501-28.9% | $3,058-18.5% | $4,248-41.4% |
| Participant deferral / active EE | $3,982 | $5,491-27.5% | $4,813-17.3% | $6,531-39.0% |
| Admin fee / account holder | $2,942 | $19,392-84.8% | $16,298-81.9% | $14,480-79.7% |