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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 | $151,038 | $148,623+1.6% | $135,974+11.1% | $139,466+8.3% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 15.16% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $4,534 | $5,246-13.6% | $4,859-6.7% | $4,754-4.6% |
| Participant deferral / active EE | $9,447 | $8,103+16.6% | $7,760+21.7% | $6,712+40.7% |
| Admin fee / account holder | $2,538 | $12,406-79.5% | $10,767-76.4% | $11,409-77.7% |