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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 | $174,379-40.2% | $152,093-31.4% | $138,895-24.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.01% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,469 | $4,652-68.4% | $4,175-64.8% | $4,194-65.0% |
| Participant deferral / active EE | $11,045 | $6,159+79.3% | $5,451+102.6% | $6,396+72.7% |
| Admin fee / account holder | $537 | $16,880-96.8% | $14,497-96.3% | $12,562-95.7% |