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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 | $153,128 | $110,379+38.7% | $102,412+49.5% | $145,884+5.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.26% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,028 | $4,216-28.2% | $3,870-21.7% | $4,662-35.0% |
| Participant deferral / active EE | $8,422 | $5,622+49.8% | $5,060+66.4% | $6,690+25.9% |
| Admin fee / account holder | $6,432 | $9,745-34.0% | $8,388-23.3% | $13,392-52.0% |