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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 | $141,640 | $201,344-29.7% | $184,243-23.1% | $145,877-2.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.03% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,747 | $7,022-75.1% | $6,427-72.8% | $4,663-62.5% |
| Participant deferral / active EE | $10,000 | $9,807+2.0% | $9,132+9.5% | $6,691+49.5% |
| Admin fee / account holder | $442 | $16,382-97.3% | $13,914-96.8% | $13,402-96.7% |