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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 | $162,636 | $124,351+30.8% | $109,188+49.0% | $167,553-2.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.33% | 26.04%-12.7pp | 25.76%-12.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,241 | $4,210-70.5% | $3,723-66.7% | $4,840-74.4% |
| Participant deferral / active EE | $7,513 | $5,257+42.9% | $4,654+61.4% | $6,343+18.4% |
| Admin fee / account holder | $3,477 | $7,975-56.4% | $6,755-48.5% | $12,316-71.8% |