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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 | $161,514 | $201,372-19.8% | $184,260-12.3% | $145,884+10.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.00% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,315 | $7,024-38.6% | $6,427-32.9% | $4,662-7.4% |
| Participant deferral / active EE | $17,745 | $9,808+80.9% | $9,133+94.3% | $6,690+165.3% |
| Admin fee / account holder | $33,645 | $16,362+105.6% | $13,898+142.1% | $13,392+151.2% |