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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 | $229,614 | $110,337+108.1% | $102,383+124.3% | $145,877+57.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.21% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $39,333 | $4,216+833.0% | $3,870+916.3% | $4,663+743.5% |
| Participant deferral / active EE | $15,306 | $5,621+172.3% | $5,060+202.5% | $6,691+128.8% |
| Admin fee / account holder | $547 | $9,750-94.4% | $8,391-93.5% | $13,402-95.9% |