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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 | $149,643 | $154,228-3.0% | $145,433+2.9% | $137,256+9.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 18.97% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,831 | $4,804+0.6% | $4,554+6.1% | $4,156+16.2% |
| Participant deferral / active EE | $4,856 | $8,216-40.9% | $7,897-38.5% | $6,407-24.2% |
| Admin fee / account holder | $579 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |