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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 | $117,095 | $201,344-41.8% | $184,243-36.4% | $145,877-19.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.32% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,831 | $7,022-31.2% | $6,427-24.8% | $4,663+3.6% |
| Participant deferral / active EE | $11,704 | $9,807+19.3% | $9,132+28.2% | $6,691+74.9% |
| Admin fee / account holder | $523 | $16,382-96.8% | $13,914-96.2% | $13,402-96.1% |