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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 | $147,337 | $115,911+27.1% | $100,530+46.6% | $158,950-7.3% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 18.99% | 34.80%-15.8pp | 30.89%-11.9pp | 302.91%-283.9pp |
| Employer contribution / active EE | $2,250 | $4,104-45.2% | $3,418-34.2% | $4,762-52.8% |
| Participant deferral / active EE | $7,896 | $6,676+18.3% | $6,271+25.9% | $5,983+32.0% |
| Admin fee / account holder | $579 | $10,999-94.7% | $8,083-92.8% | $11,248-94.9% |