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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 | $133,513 | $134,001-0.4% | $112,258+18.9% | $134,509-0.7% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | 57.37% | 47.15%+10.2pp | 27.47%+29.9pp | 418.13%-360.8pp |
| Employer contribution / active EE | $2,014 | $4,039-50.1% | $3,636-44.6% | $4,741-57.5% |
| Participant deferral / active EE | $4,579 | $5,291-13.5% | $4,728-3.2% | $6,400-28.5% |
| Admin fee / account holder | $1,671 | $7,491-77.7% | $6,411-73.9% | $11,427-85.4% |