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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 | $184,014-49.9% | $161,149-42.8% | $138,895-33.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 20.96% | 21.52%-0.6pp | 21.16%-0.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $8,172 | $5,055+61.7% | $4,360+87.4% | $4,194+94.8% |
| Participant deferral / active EE | $18,128 | $6,909+162.4% | $6,153+194.6% | $6,396+183.4% |
| Admin fee / account holder | $586 | $18,027-96.7% | $15,194-96.1% | $12,562-95.3% |