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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 | $117,846+20.2% | $102,434+38.3% | $145,884-2.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.11% | 31.90%-20.8pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,413 | $3,615-5.6% | $3,023+12.9% | $4,662-26.8% |
| Participant deferral / active EE | $7,987 | $5,733+39.3% | $5,055+58.0% | $6,690+19.4% |
| Admin fee / account holder | $745 | $13,356-94.4% | $9,462-92.1% | $13,392-94.4% |