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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 | $142,644 | $148,623-4.0% | $135,974+4.9% | $139,466+2.3% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 19.55% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,618 | $5,246-50.1% | $4,859-46.1% | $4,754-44.9% |
| Participant deferral / active EE | $9,241 | $8,103+14.1% | $7,760+19.1% | $6,712+37.7% |
| Admin fee / account holder | $19,557 | $12,406+57.6% | $10,767+81.6% | $11,409+71.4% |