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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 | $136,600 | $112,935+21.0% | $90,970+50.2% | $158,966-14.1% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 27.27% | 215.79%-188.5pp | 134.58%-107.3pp | 302.95%-275.7pp |
| Employer contribution / active EE | $2,384 | $2,895-17.6% | $2,122+12.3% | $4,762-49.9% |
| Participant deferral / active EE | $8,667 | $4,129+109.9% | $3,373+156.9% | $5,983+44.9% |
| Admin fee / account holder | $456 | $8,045-94.3% | $5,960-92.3% | $11,250-95.9% |