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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 | $150,405 | $134,817+11.6% | $123,973+21.3% | $155,188-3.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 18.50% | 515.49%-497.0pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,384 | $4,425-68.7% | $4,126-66.4% | $4,248-67.4% |
| Participant deferral / active EE | $4,659 | $5,706-18.4% | $5,247-11.2% | $6,531-28.7% |
| Admin fee / account holder | $1,217 | $13,245-90.8% | $11,799-89.7% | $14,480-91.6% |