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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 | $149,175 | $129,737+15.0% | $119,126+25.2% | $154,746-3.6% |
| Participation rate | 46.7% | 78.9%-32.2pp | 75.8%-29.1pp | 80.7%-34.0pp |
| Annual return | 20.12% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,118 | $4,375-74.5% | $4,034-72.3% | $4,379-74.5% |
| Participant deferral / active EE | $7,074 | $5,842+21.1% | $5,318+33.0% | $6,730+5.1% |
| Admin fee / account holder | $359 | $11,961-97.0% | $10,693-96.6% | $14,365-97.5% |