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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 | $138,440 | $134,817+2.7% | $123,973+11.7% | $155,188-10.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 18.31% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $10,186 | $4,425+130.2% | $4,126+146.9% | $4,248+139.8% |
| Participant deferral / active EE | $11,708 | $5,706+105.2% | $5,247+123.1% | $6,531+79.3% |
| Admin fee / account holder | $4,070 | $13,245-69.3% | $11,799-65.5% | $14,480-71.9% |