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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 | $143,868 | $129,737+10.9% | $119,126+20.8% | $154,746-7.0% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 15.74% | 379.08%-363.3pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,812 | $4,375-35.7% | $4,034-30.3% | $4,379-35.8% |
| Participant deferral / active EE | $5,947 | $5,842+1.8% | $5,318+11.8% | $6,730-11.6% |
| Admin fee / account holder | $724 | $11,961-93.9% | $10,693-93.2% | $14,365-95.0% |