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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 | $109,678 | $817,678-86.6% | $392,568-72.1% | $152,885-28.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.5%-15.8pp |
| Annual return | 21.61% | 22.84%-1.2pp | 24.42%-2.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,436 | $5,502-55.7% | $3,783-35.6% | $4,763-48.9% |
| Participant deferral / active EE | $6,499 | $8,398-22.6% | $5,985+8.6% | $5,851+11.1% |
| Admin fee / account holder | $948 | $12,095-92.2% | $6,260-84.9% | $11,598-91.8% |