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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 | $190,553 | $110,307+72.7% | $96,576+97.3% | $139,456+36.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 12.92% | 26.40%-13.5pp | 25.87%-12.9pp | 373.45%-360.5pp |
| Employer contribution / active EE | $1,956 | $3,619-45.9% | $2,965-34.0% | $4,753-58.8% |
| Participant deferral / active EE | $10,166 | $5,547+83.3% | $4,851+109.6% | $6,711+51.5% |
| Admin fee / account holder | $806 | $11,597-93.1% | $8,253-90.2% | $11,407-92.9% |