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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 | $146,563 | $148,582-1.4% | $135,942+7.8% | $139,456+5.1% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 22.65% | 79.26%-56.6pp | 68.28%-45.6pp | 373.45%-350.8pp |
| Employer contribution / active EE | $1,658 | $5,245-68.4% | $4,858-65.9% | $4,753-65.1% |
| Participant deferral / active EE | $6,830 | $8,101-15.7% | $7,759-12.0% | $6,711+1.8% |
| Admin fee / account holder | $1,111 | $12,402-91.0% | $10,764-89.7% | $11,407-90.3% |