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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 | $154,880 | $171,492-9.7% | $150,734+2.8% | $198,609-22.0% |
| Participation rate | 40.0% | 81.4%-41.4pp | 78.4%-38.4pp | 82.4%-42.4pp |
| Annual return | 15.36% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,109 | $5,470-43.2% | $4,918-36.8% | $5,055-38.5% |
| Participant deferral / active EE | $7,245 | $6,259+15.8% | $5,610+29.2% | $6,977+3.8% |
| Admin fee / account holder | $896 | $17,628-94.9% | $14,905-94.0% | $19,030-95.3% |