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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 | $172,936 | $209,336-17.4% | $197,124-12.3% | $137,256+26.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.90% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,897 | $6,591-71.2% | $6,227-69.5% | $4,156-54.4% |
| Participant deferral / active EE | $11,236 | $9,614+16.9% | $9,135+23.0% | $6,407+75.4% |
| Admin fee / account holder | $2,100 | $17,308-87.9% | $16,298-87.1% | $12,270-82.9% |