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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 | $149,995 | $209,336-28.3% | $197,124-23.9% | $137,256+9.3% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 20.20% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,193 | $6,591-66.7% | $6,227-64.8% | $4,156-47.2% |
| Participant deferral / active EE | $7,692 | $9,614-20.0% | $9,135-15.8% | $6,407+20.1% |
| Admin fee / account holder | $553 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |