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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 | $141,629 | $117,895+20.1% | $102,460+38.2% | $145,897-2.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.11% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,413 | $3,619-5.7% | $3,025+12.8% | $4,663-26.8% |
| Participant deferral / active EE | $7,987 | $5,736+39.2% | $5,056+58.0% | $6,689+19.4% |
| Admin fee / account holder | $745 | $13,353-94.4% | $9,460-92.1% | $13,390-94.4% |