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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 | $160,178 | $110,379+45.1% | $102,412+56.4% | $145,884+9.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.82% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,915 | $4,216-7.1% | $3,870+1.2% | $4,662-16.0% |
| Participant deferral / active EE | $14,754 | $5,622+162.4% | $5,060+191.6% | $6,690+120.5% |
| Admin fee / account holder | $642 | $9,745-93.4% | $8,388-92.4% | $13,392-95.2% |