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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 | $148,436 | $110,337+34.5% | $102,383+45.0% | $145,877+1.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.47% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,056 | $4,216-75.0% | $3,870-72.7% | $4,663-77.4% |
| Participant deferral / active EE | $12,373 | $5,621+120.1% | $5,060+144.5% | $6,691+84.9% |
| Admin fee / account holder | $1,440 | $9,750-85.2% | $8,391-82.8% | $13,402-89.3% |