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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 | $146,963 | $117,829+24.7% | $102,423+43.5% | $145,877+0.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.91% | 31.83%-16.9pp | 29.42%-14.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $12,390 | $3,615+242.8% | $3,023+309.9% | $4,663+165.7% |
| Participant deferral / active EE | $5,856 | $5,732+2.2% | $5,054+15.9% | $6,691-12.5% |
| Admin fee / account holder | $2,901 | $13,335-78.2% | $9,455-69.3% | $13,402-78.4% |