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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 | $151,107 | $107,353+40.8% | $92,903+62.7% | $152,885-1.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 24.37% | 145.62%-121.2pp | 109.43%-85.1pp | 345.39%-321.0pp |
| Employer contribution / active EE | $3,091 | $4,222-26.8% | $3,653-15.4% | $4,763-35.1% |
| Participant deferral / active EE | $6,667 | $4,848+37.5% | $4,238+57.3% | $5,851+13.9% |
| Admin fee / account holder | $7,460 | $7,081+5.3% | $5,795+28.7% | $11,598-35.7% |