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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 | $148,837 | $134,817+10.4% | $123,973+20.1% | $155,188-4.1% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 13.72% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,766 | $4,425-14.9% | $4,126-8.7% | $4,248-11.3% |
| Participant deferral / active EE | $11,715 | $5,706+105.3% | $5,247+123.3% | $6,531+79.4% |
| Admin fee / account holder | $24,668 | $13,245+86.2% | $11,799+109.1% | $14,480+70.4% |