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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 | $223,823-65.8% | $211,142-63.7% | $154,746-50.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.73% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,953 | $6,787-71.2% | $6,442-69.7% | $4,379-55.4% |
| Participant deferral / active EE | $8,599 | $9,750-11.8% | $9,284-7.4% | $6,730+27.8% |
| Admin fee / account holder | $1,024 | $19,707-94.8% | $19,076-94.6% | $14,365-92.9% |