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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 | $149,079 | $134,817+10.6% | $123,973+20.3% | $155,188-3.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 8.90% | 515.49%-506.6pp | 388.13%-379.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,078 | $4,425-75.6% | $4,126-73.9% | $4,248-74.6% |
| Participant deferral / active EE | $2,762 | $5,706-51.6% | $5,247-47.4% | $6,531-57.7% |
| Admin fee / account holder | $23,749 | $13,245+79.3% | $11,799+101.3% | $14,480+64.0% |