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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 | $159,272 | $106,247+49.9% | $96,515+65.0% | $139,466+14.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.88% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $5,837 | $4,106+42.2% | $3,740+56.1% | $4,754+22.8% |
| Participant deferral / active EE | $11,587 | $5,456+112.4% | $4,880+137.4% | $6,712+72.6% |
| Admin fee / account holder | $6,790 | $7,885-13.9% | $6,735+0.8% | $11,409-40.5% |