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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 | $152,422 | $129,737+17.5% | $119,126+28.0% | $154,746-1.5% |
| Participation rate | 56.3% | 78.9%-22.6pp | 75.8%-19.5pp | 80.7%-24.5pp |
| Annual return | 20.01% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,620 | $4,375-40.1% | $4,034-35.0% | $4,379-40.2% |
| Participant deferral / active EE | $5,703 | $5,842-2.4% | $5,318+7.2% | $6,730-15.3% |
| Admin fee / account holder | $533 | $11,961-95.5% | $10,693-95.0% | $14,365-96.3% |