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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 | $121,515 | $124,314-2.3% | $109,163+11.3% | $167,518-27.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 36.03% | 26.04%+10.0pp | 25.75%+10.3pp | 478.71%-442.7pp |
| Employer contribution / active EE | $3,585 | $4,209-14.8% | $3,723-3.7% | $4,838-25.9% |
| Participant deferral / active EE | $17,333 | $5,256+229.8% | $4,654+272.5% | $6,342+173.3% |
| Admin fee / account holder | $801 | $7,973-90.0% | $6,754-88.1% | $12,312-93.5% |