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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 | $147,816 | $183,592-19.5% | $155,574-5.0% | $145,877+1.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.84% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $9,381 | $5,317+76.4% | $4,676+100.6% | $4,663+101.2% |
| Participant deferral / active EE | $8,375 | $6,466+29.5% | $5,629+48.8% | $6,691+25.2% |
| Admin fee / account holder | $1,315 | $19,316-93.2% | $15,914-91.7% | $13,402-90.2% |