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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 | $150,136 | $166,268-9.7% | $165,100-9.1% | $145,897+2.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 14.53% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $12,126 | $5,284+129.5% | $4,348+178.9% | $4,663+160.1% |
| Participant deferral / active EE | $12,412 | $6,964+78.2% | $6,035+105.7% | $6,689+85.5% |
| Admin fee / account holder | $11,156 | $16,659-33.0% | $12,696-12.1% | $13,390-16.7% |