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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 | $154,444 | $148,623+3.9% | $135,974+13.6% | $139,466+10.7% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 17.67% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-356.0pp |
| Employer contribution / active EE | $4,160 | $5,246-20.7% | $4,859-14.4% | $4,754-12.5% |
| Participant deferral / active EE | $7,014 | $8,103-13.4% | $7,760-9.6% | $6,712+4.5% |
| Admin fee / account holder | $2,536 | $12,406-79.6% | $10,767-76.4% | $11,409-77.8% |