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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 | $159,934-7.1% | $147,005+1.1% | $145,959+1.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 18.18% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $5,480 | $5,287+3.6% | $4,934+11.1% | $4,661+17.6% |
| Participant deferral / active EE | $8,868 | $8,427+5.2% | $8,070+9.9% | $6,689+32.6% |
| Admin fee / account holder | $2,665 | $15,053-82.3% | $13,006-79.5% | $13,398-80.1% |