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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 | $147,535 | $142,354+3.6% | $125,529+17.5% | $155,188-4.9% |
| Participation rate | 52.4% | 78.1%-25.7pp | 74.7%-22.3pp | 80.8%-28.4pp |
| Annual return | 16.27% | 306.06%-289.8pp | 202.56%-186.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,613 | $3,501-53.9% | $3,058-47.2% | $4,248-62.0% |
| Participant deferral / active EE | $5,377 | $5,491-2.1% | $4,813+11.7% | $6,531-17.7% |
| Admin fee / account holder | $6,965 | $19,392-64.1% | $16,298-57.3% | $14,480-51.9% |