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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 | $154,418 | $129,737+19.0% | $119,126+29.6% | $154,746-0.2% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 10.72% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,122 | $4,375-74.3% | $4,034-72.2% | $4,379-74.4% |
| Participant deferral / active EE | $2,327 | $5,842-60.2% | $5,318-56.2% | $6,730-65.4% |
| Admin fee / account holder | $13,408 | $11,961+12.1% | $10,693+25.4% | $14,365-6.7% |