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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 | $143,678 | $110,093+30.5% | $97,295+47.7% | $145,897-1.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.16% | 244.76%-229.6pp | 75.62%-60.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,883 | $3,077-38.8% | $2,723-30.9% | $4,663-59.6% |
| Participant deferral / active EE | $8,420 | $4,678+80.0% | $4,264+97.5% | $6,689+25.9% |
| Admin fee / account holder | $1,694 | $6,212-72.7% | $5,646-70.0% | $13,390-87.4% |