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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 | $155,548 | $156,398-0.5% | $147,318+5.6% | $138,895+12.0% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 79.9%-15.2pp |
| Annual return | 12.65% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,083 | $4,853-57.1% | $4,593-54.6% | $4,194-50.3% |
| Participant deferral / active EE | $6,204 | $8,237-24.7% | $7,906-21.5% | $6,396-3.0% |
| Admin fee / account holder | $25,307 | $14,976+69.0% | $13,708+84.6% | $12,562+101.5% |