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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 | $146,213 | $156,398-6.5% | $147,318-0.8% | $138,895+5.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 14.27% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $5,483 | $4,853+13.0% | $4,593+19.4% | $4,194+30.7% |
| Participant deferral / active EE | $8,845 | $8,237+7.4% | $7,906+11.9% | $6,396+38.3% |
| Admin fee / account holder | $597 | $14,976-96.0% | $13,708-95.6% | $12,562-95.2% |