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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 | $104,353 | $185,312-43.7% | $161,489-35.4% | $154,746-32.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.01% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,469 | $4,769-69.2% | $4,268-65.6% | $4,379-66.5% |
| Participant deferral / active EE | $11,045 | $6,350+73.9% | $5,630+96.2% | $6,730+64.1% |
| Admin fee / account holder | $537 | $18,654-97.1% | $16,006-96.6% | $14,365-96.3% |