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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 | $162,003 | $111,535+45.2% | $105,223+54.0% | $137,256+18.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.08% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,275 | $3,939-67.6% | $3,689-65.4% | $4,156-69.3% |
| Participant deferral / active EE | $10,281 | $5,500+86.9% | $5,072+102.7% | $6,407+60.5% |
| Admin fee / account holder | $637 | $9,721-93.5% | $8,859-92.8% | $12,270-94.8% |