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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 | $153,801 | $223,823-31.3% | $211,142-27.2% | $154,746-0.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.37% | 50.39%-38.0pp | 46.84%-34.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $7,507 | $6,787+10.6% | $6,442+16.5% | $4,379+71.4% |
| Participant deferral / active EE | $11,673 | $9,750+19.7% | $9,284+25.7% | $6,730+73.4% |
| Admin fee / account holder | $597 | $19,707-97.0% | $19,076-96.9% | $14,365-95.8% |