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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 | $150,981 | $156,398-3.5% | $147,318+2.5% | $138,895+8.7% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 17.46% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,663 | $4,853-65.7% | $4,593-63.8% | $4,194-60.4% |
| Participant deferral / active EE | $13,948 | $8,237+69.3% | $7,906+76.4% | $6,396+118.1% |
| Admin fee / account holder | $758 | $14,976-94.9% | $13,708-94.5% | $12,562-94.0% |