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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 | $151,026 | $132,099+14.3% | $115,599+30.6% | $138,895+8.7% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.3%-11.1pp | 79.9%-16.8pp |
| Annual return | 9.90% | 176.76%-166.9pp | 111.10%-101.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,534 | $3,416-55.1% | $2,955-48.1% | $4,194-63.4% |
| Participant deferral / active EE | $3,067 | $5,617-45.4% | $4,889-37.3% | $6,396-52.1% |
| Admin fee / account holder | $437 | $15,650-97.2% | $12,841-96.6% | $12,562-96.5% |