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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 | $95,992 | $209,336-54.1% | $197,124-51.3% | $137,256-30.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.99% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,525 | $6,591-76.9% | $6,227-75.5% | $4,156-63.3% |
| Participant deferral / active EE | $6,515 | $9,614-32.2% | $9,135-28.7% | $6,407+1.7% |
| Admin fee / account holder | $2,241 | $17,308-87.0% | $16,298-86.2% | $12,270-81.7% |