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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 | $144,136 | $91,037+58.3% | $71,671+101.1% | $147,586-2.3% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 14.25% | 20.48%-6.2pp | 20.65%-6.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,218 | $3,327-3.3% | $2,460+30.8% | $4,876-34.0% |
| Participant deferral / active EE | $6,421 | $4,498+42.7% | $3,438+86.8% | $5,439+18.1% |
| Admin fee / account holder | $684 | $8,613-92.1% | $5,558-87.7% | $10,886-93.7% |