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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 | $165,351-8.2% | $149,710+1.4% | $158,931-4.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 15.67% | 348.19%-332.5pp | 276.63%-261.0pp | 302.86%-287.2pp |
| Employer contribution / active EE | $2,261 | $5,103-55.7% | $4,645-51.3% | $4,761-52.5% |
| Participant deferral / active EE | $7,735 | $7,181+7.7% | $6,842+13.1% | $5,982+29.3% |
| Admin fee / account holder | $571 | $10,807-94.7% | $9,309-93.9% | $11,247-94.9% |