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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 | $117,873 | $201,372-41.5% | $184,260-36.0% | $145,884-19.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.63% | 29.04%-12.4pp | 28.84%-12.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $14,013 | $7,024+99.5% | $6,427+118.0% | $4,662+200.6% |
| Participant deferral / active EE | $14,786 | $9,808+50.8% | $9,133+61.9% | $6,690+121.0% |
| Admin fee / account holder | $341 | $16,362-97.9% | $13,898-97.5% | $13,392-97.5% |