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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 | $120,355 | $106,280+13.2% | $96,538+24.7% | $139,487-13.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.27% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,422 | $4,107-16.7% | $3,740-8.5% | $4,755-28.0% |
| Participant deferral / active EE | $14,623 | $5,457+168.0% | $4,880+199.6% | $6,713+117.8% |
| Admin fee / account holder | $440 | $7,888-94.4% | $6,737-93.5% | $11,407-96.1% |