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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 | $150,800 | $134,817+11.9% | $123,973+21.6% | $155,188-2.8% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 15.78% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,711 | $4,425-61.3% | $4,126-58.5% | $4,248-59.7% |
| Participant deferral / active EE | $4,413 | $5,706-22.7% | $5,247-15.9% | $6,531-32.4% |
| Admin fee / account holder | $2,180 | $13,245-83.5% | $11,799-81.5% | $14,480-84.9% |