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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 | $153,777 | $129,737+18.5% | $119,126+29.1% | $154,746-0.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.49% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,739 | $4,375-60.3% | $4,034-56.9% | $4,379-60.3% |
| Participant deferral / active EE | $4,641 | $5,842-20.6% | $5,318-12.7% | $6,730-31.0% |
| Admin fee / account holder | $3,408 | $11,961-71.5% | $10,693-68.1% | $14,365-76.3% |