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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 | $114,119+20.5% | $107,187+28.3% | $138,895-1.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 13.61% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,823 | $4,059-55.1% | $3,782-51.8% | $4,194-56.5% |
| Participant deferral / active EE | $14,250 | $5,538+157.3% | $5,096+179.6% | $6,396+122.8% |
| Admin fee / account holder | $1,120 | $10,024-88.8% | $9,162-87.8% | $12,562-91.1% |