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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 | $105,295 | $185,312-43.2% | $161,489-34.8% | $154,746-32.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 12.83% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,762 | $4,769-63.1% | $4,268-58.7% | $4,379-59.8% |
| Participant deferral / active EE | $8,228 | $6,350+29.6% | $5,630+46.1% | $6,730+22.2% |
| Admin fee / account holder | $2,196 | $18,654-88.2% | $16,006-86.3% | $14,365-84.7% |