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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 | $118,747 | $181,896-34.7% | $156,551-24.1% | $273,972-56.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.85% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $12,167 | $6,248+94.7% | $5,501+121.2% | $4,869+149.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $946 | $15,560-93.9% | $13,028-92.7% | $10,133-90.7% |