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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 | $151,290 | $148,629+1.8% | $135,982+11.3% | $139,487+8.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 20.01% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,547 | $5,247-70.5% | $4,859-68.2% | $4,755-67.5% |
| Participant deferral / active EE | $3,133 | $8,102-61.3% | $7,760-59.6% | $6,713-53.3% |
| Admin fee / account holder | $333 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |