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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 | $152,928 | $165,399-7.5% | $149,745+2.1% | $158,982-3.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.96% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,471 | $5,105-51.6% | $4,646-46.8% | $4,763-48.1% |
| Participant deferral / active EE | $7,718 | $7,183+7.5% | $6,843+12.8% | $5,983+29.0% |
| Admin fee / account holder | $17,127 | $10,811+58.4% | $9,312+83.9% | $11,252+52.2% |