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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 | $149,393 | $154,228-3.1% | $145,433+2.7% | $137,256+8.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.58% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,391 | $4,804+12.2% | $4,554+18.4% | $4,156+29.7% |
| Participant deferral / active EE | $18,600 | $8,216+126.4% | $7,897+135.5% | $6,407+190.3% |
| Admin fee / account holder | $813 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |