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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 | $148,558+1.8% | $135,925+11.3% | $139,427+8.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 20.01% | 79.22%-59.2pp | 68.25%-48.2pp | 373.27%-353.3pp |
| Employer contribution / active EE | $1,547 | $5,244-70.5% | $4,857-68.2% | $4,752-67.5% |
| Participant deferral / active EE | $3,133 | $8,101-61.3% | $7,759-59.6% | $6,711-53.3% |
| Admin fee / account holder | $333 | $12,401-97.3% | $10,764-96.9% | $11,404-97.1% |