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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 | $138,590 | $201,370-31.2% | $184,256-24.8% | $145,897-5.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.72% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,927 | $7,024-72.6% | $6,427-70.0% | $4,663-58.7% |
| Participant deferral / active EE | $9,309 | $9,808-5.1% | $9,133+1.9% | $6,689+39.2% |
| Admin fee / account holder | $2,061 | $16,364-87.4% | $13,899-85.2% | $13,390-84.6% |