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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 | $146,112 | $183,516-20.4% | $155,534-6.1% | $145,884+0.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 15.45% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,952 | $5,315-63.3% | $4,675-58.2% | $4,662-58.1% |
| Participant deferral / active EE | $7,068 | $6,467+9.3% | $5,630+25.5% | $6,690+5.7% |
| Admin fee / account holder | $2,811 | $19,293-85.4% | $15,900-82.3% | $13,392-79.0% |