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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 | $159,978-8.9% | $147,041-0.9% | $145,978-0.2% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 11.98% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,485 | $5,288-53.0% | $4,935-49.6% | $4,662-46.7% |
| Participant deferral / active EE | $8,842 | $8,429+4.9% | $8,071+9.6% | $6,690+32.2% |
| Admin fee / account holder | $5,993 | $15,053-60.2% | $13,006-53.9% | $13,400-55.3% |