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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 | $122,921 | $201,344-38.9% | $184,243-33.3% | $145,877-15.7% |
| Participation rate | 65.2% | 87.5%-22.3pp | 86.8%-21.6pp | 80.3%-15.1pp |
| Annual return | 14.22% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,943 | $7,022-72.3% | $6,427-69.8% | $4,663-58.3% |
| Participant deferral / active EE | $3,608 | $9,807-63.2% | $9,132-60.5% | $6,691-46.1% |
| Admin fee / account holder | $1,269 | $16,382-92.3% | $13,914-90.9% | $13,402-90.5% |