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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 | $155,404 | $148,623+4.6% | $135,974+14.3% | $139,466+11.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 13.75% | 79.30%-65.5pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,119 | $5,246-59.6% | $4,859-56.4% | $4,754-55.4% |
| Participant deferral / active EE | $8,174 | $8,103+0.9% | $7,760+5.3% | $6,712+21.8% |
| Admin fee / account holder | $1,342 | $12,406-89.2% | $10,767-87.5% | $11,409-88.2% |