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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 | $140,455 | $148,558-5.5% | $135,925+3.3% | $139,427+0.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.26% | 79.22%-67.0pp | 68.25%-56.0pp | 373.27%-361.0pp |
| Employer contribution / active EE | $1,449 | $5,244-72.4% | $4,857-70.2% | $4,752-69.5% |
| Participant deferral / active EE | $7,595 | $8,101-6.3% | $7,759-2.1% | $6,711+13.2% |
| Admin fee / account holder | $1,998 | $12,401-83.9% | $10,764-81.4% | $11,404-82.5% |