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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 | $76,645 | $209,336-63.4% | $197,124-61.1% | $137,256-44.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,953 | $6,591-70.4% | $6,227-68.6% | $4,156-53.0% |
| Participant deferral / active EE | $8,599 | $9,614-10.6% | $9,135-5.9% | $6,407+34.2% |
| Admin fee / account holder | $1,024 | $17,308-94.1% | $16,298-93.7% | $12,270-91.7% |