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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 | $156,850 | $175,259-10.5% | $149,723+4.8% | $139,487+12.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 23.67% | 166.82%-143.2pp | 134.50%-110.8pp | 373.84%-350.2pp |
| Employer contribution / active EE | $5,776 | $5,478+5.4% | $4,821+19.8% | $4,755+21.5% |
| Participant deferral / active EE | $12,000 | $6,522+84.0% | $5,682+111.2% | $6,713+78.8% |
| Admin fee / account holder | $1,290 | $16,158-92.0% | $13,215-90.2% | $11,407-88.7% |