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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 | $153,189 | $201,372-23.9% | $184,260-16.9% | $145,884+5.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.30% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $13,333 | $7,024+89.8% | $6,427+107.4% | $4,662+186.0% |
| Participant deferral / active EE | $17,833 | $9,808+81.8% | $9,133+95.3% | $6,690+166.6% |
| Admin fee / account holder | $963 | $16,362-94.1% | $13,898-93.1% | $13,392-92.8% |