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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 | $145,372 | $134,817+7.8% | $123,973+17.3% | $155,188-6.3% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.7%-22.8pp | 80.8%-27.0pp |
| Annual return | 19.36% | 515.49%-496.1pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,688 | $4,425-61.9% | $4,126-59.1% | $4,248-60.3% |
| Participant deferral / active EE | $8,686 | $5,706+52.2% | $5,247+65.5% | $6,531+33.0% |
| Admin fee / account holder | $17,586 | $13,245+32.8% | $11,799+49.0% | $14,480+21.5% |