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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 | $153,801 | $209,336-26.5% | $197,124-22.0% | $137,256+12.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.37% | 48.09%-35.7pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $7,507 | $6,591+13.9% | $6,227+20.5% | $4,156+80.6% |
| Participant deferral / active EE | $11,673 | $9,614+21.4% | $9,135+27.8% | $6,407+82.2% |
| Admin fee / account holder | $597 | $17,308-96.6% | $16,298-96.3% | $12,270-95.1% |