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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 | $95,466 | $201,370-52.6% | $184,256-48.2% | $145,897-34.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.48% | 29.05%-5.6pp | 28.85%-5.4pp | 552.29%-528.8pp |
| Employer contribution / active EE | $1,833 | $7,024-73.9% | $6,427-71.5% | $4,663-60.7% |
| Participant deferral / active EE | $9,002 | $9,808-8.2% | $9,133-1.4% | $6,689+34.6% |
| Admin fee / account holder | $1,245 | $16,364-92.4% | $13,899-91.0% | $13,390-90.7% |