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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 | $145,702 | $160,028-9.0% | $147,080-0.9% | $145,884-0.1% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 11.98% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,485 | $5,286-53.0% | $4,933-49.6% | $4,662-46.7% |
| Participant deferral / active EE | $8,842 | $8,422+5.0% | $8,066+9.6% | $6,690+32.2% |
| Admin fee / account holder | $5,993 | $15,030-60.1% | $12,989-53.9% | $13,392-55.2% |