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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 | $147,121 | $129,737+13.4% | $119,126+23.5% | $154,746-4.9% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 14.98% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,873 | $4,375-57.2% | $4,034-53.6% | $4,379-57.2% |
| Participant deferral / active EE | $5,696 | $5,842-2.5% | $5,318+7.1% | $6,730-15.4% |
| Admin fee / account holder | $6,360 | $11,961-46.8% | $10,693-40.5% | $14,365-55.7% |