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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 | $141,627 | $110,212+28.5% | $96,534+46.7% | $139,466+1.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 21.48% | 26.42%-4.9pp | 25.88%-4.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,777 | $5,547+166.4% | $4,851+204.6% | $6,712+120.2% |
| Admin fee / account holder | $17,782 | $11,599+53.3% | $8,253+115.5% | $11,409+55.9% |