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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 | $92,225 | $178,174-48.2% | $156,181-40.9% | $137,256-32.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 20.96% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $8,172 | $4,972+64.4% | $4,294+90.3% | $4,156+96.6% |
| Participant deferral / active EE | $18,128 | $6,888+163.2% | $6,132+195.6% | $6,407+182.9% |
| Admin fee / account holder | $586 | $17,404-96.6% | $14,586-96.0% | $12,270-95.2% |