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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 | $148,554 | $159,978-7.1% | $147,041+1.0% | $145,978+1.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 18.18% | 98.36%-80.2pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $5,480 | $5,288+3.6% | $4,935+11.0% | $4,662+17.5% |
| Participant deferral / active EE | $8,868 | $8,429+5.2% | $8,071+9.9% | $6,690+32.6% |
| Admin fee / account holder | $2,665 | $15,053-82.3% | $13,006-79.5% | $13,400-80.1% |