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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 | $150,490 | $166,089-9.4% | $164,928-8.8% | $145,978+3.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.31% | 100.26%-90.9pp | 70.08%-60.8pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,503 | $5,276-71.5% | $4,343-65.4% | $4,662-67.8% |
| Participant deferral / active EE | $9,165 | $6,961+31.7% | $6,034+51.9% | $6,690+37.0% |
| Admin fee / account holder | $24,782 | $16,641+48.9% | $12,684+95.4% | $13,400+84.9% |