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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 | $116,623 | $209,336-44.3% | $197,124-40.8% | $137,256-15.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 21.44% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,731 | $6,591-73.7% | $6,227-72.2% | $4,156-58.3% |
| Participant deferral / active EE | $11,631 | $9,614+21.0% | $9,135+27.3% | $6,407+81.5% |
| Admin fee / account holder | $442 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |