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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 | $144,023 | $117,829+22.2% | $102,423+40.6% | $145,877-1.3% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 10.54% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,435 | $3,615-32.6% | $3,023-19.4% | $4,663-47.8% |
| Participant deferral / active EE | $7,078 | $5,732+23.5% | $5,054+40.0% | $6,691+5.8% |
| Admin fee / account holder | $2,779 | $13,335-79.2% | $9,455-70.6% | $13,402-79.3% |