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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 | $149,309 | $150,207-0.6% | $120,380+24.0% | $145,978+2.3% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.68% | 154.28%-137.6pp | 107.28%-90.6pp | 550.52%-533.8pp |
| Employer contribution / active EE | $956 | $4,351-78.0% | $3,465-72.4% | $4,662-79.5% |
| Participant deferral / active EE | $5,181 | $6,175-16.1% | $4,992+3.8% | $6,690-22.6% |
| Admin fee / account holder | $9,680 | $12,203-20.7% | $9,421+2.7% | $13,400-27.8% |