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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 | $151,763 | $165,399-8.2% | $149,745+1.3% | $158,982-4.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 15.67% | 348.34%-332.7pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,261 | $5,105-55.7% | $4,646-51.3% | $4,763-52.5% |
| Participant deferral / active EE | $7,735 | $7,183+7.7% | $6,843+13.0% | $5,983+29.3% |
| Admin fee / account holder | $571 | $10,811-94.7% | $9,312-93.9% | $11,252-94.9% |