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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 | $144,501 | $106,267+36.0% | $96,520+49.7% | $139,456+3.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 15.94% | 38.45%-22.5pp | 35.72%-19.8pp | 373.45%-357.5pp |
| Employer contribution / active EE | $2,348 | $4,105-42.8% | $3,739-37.2% | $4,753-50.6% |
| Participant deferral / active EE | $6,783 | $5,454+24.4% | $4,879+39.0% | $6,711+1.1% |
| Admin fee / account holder | $1,363 | $7,882-82.7% | $6,733-79.8% | $11,407-88.1% |