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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 | $151,690 | $132,634+14.4% | $115,768+31.0% | $137,256+10.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 16.63% | 160.70%-144.1pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $912 | $3,360-72.8% | $2,940-69.0% | $4,156-78.0% |
| Participant deferral / active EE | $7,157 | $5,619+27.4% | $4,917+45.6% | $6,407+11.7% |
| Admin fee / account holder | $1,276 | $15,028-91.5% | $12,439-89.7% | $12,270-89.6% |