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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 | $148,031 | $106,247+39.3% | $96,515+53.4% | $139,466+6.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.71% | 38.47%-21.8pp | 35.73%-19.0pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,168 | $4,106-47.2% | $3,740-42.0% | $4,754-54.4% |
| Participant deferral / active EE | $9,611 | $5,456+76.2% | $4,880+97.0% | $6,712+43.2% |
| Admin fee / account holder | $601 | $7,885-92.4% | $6,735-91.1% | $11,409-94.7% |