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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 | $147,631 | $111,814+32.0% | $103,378+42.8% | $145,978+1.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.32% | 24.80%-10.5pp | 24.91%-10.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $14,053 | $4,215+233.4% | $3,870+263.1% | $4,662+201.5% |
| Participant deferral / active EE | $4,433 | $5,618-21.1% | $5,058-12.3% | $6,690-33.7% |
| Admin fee / account holder | $992 | $9,764-89.8% | $8,401-88.2% | $13,400-92.6% |