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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 | $157,984 | $165,361-4.5% | $149,715+5.5% | $158,950-0.6% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 27.72% | 348.24%-320.5pp | 276.66%-248.9pp | 302.91%-275.2pp |
| Employer contribution / active EE | $959 | $5,103-81.2% | $4,645-79.4% | $4,762-79.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,119 | $10,808+67.6% | $9,310+94.6% | $11,248+61.1% |