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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 | $147,584 | $111,814+32.0% | $103,378+42.8% | $145,978+1.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.07% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,560 | $4,215-63.0% | $3,870-59.7% | $4,662-66.5% |
| Participant deferral / active EE | $11,700 | $5,618+108.3% | $5,058+131.3% | $6,690+74.9% |
| Admin fee / account holder | $585 | $9,764-94.0% | $8,401-93.0% | $13,400-95.6% |