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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 | $183,211 | $209,336-12.5% | $197,124-7.1% | $137,256+33.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.81% | 48.09%-36.3pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,124 | $6,591-52.6% | $6,227-49.8% | $4,156-24.8% |
| Participant deferral / active EE | $6,373 | $9,614-33.7% | $9,135-30.2% | $6,407-0.5% |
| Admin fee / account holder | $1,733 | $17,308-90.0% | $16,298-89.4% | $12,270-85.9% |