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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 | $146,724 | $148,582-1.3% | $135,942+7.9% | $139,456+5.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.56% | 79.26%-64.7pp | 68.28%-53.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $2,021 | $5,245-61.5% | $4,858-58.4% | $4,753-57.5% |
| Participant deferral / active EE | $6,308 | $8,101-22.1% | $7,759-18.7% | $6,711-6.0% |
| Admin fee / account holder | $2,071 | $12,402-83.3% | $10,764-80.8% | $11,407-81.8% |