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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 | $137,571 | $129,737+6.0% | $119,126+15.5% | $154,746-11.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.61% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,823 | $4,375-58.3% | $4,034-54.8% | $4,379-58.4% |
| Participant deferral / active EE | $14,250 | $5,842+143.9% | $5,318+168.0% | $6,730+111.7% |
| Admin fee / account holder | $1,120 | $11,961-90.6% | $10,693-89.5% | $14,365-92.2% |