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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 | $108,914 | $182,442-40.3% | $163,379-33.3% | $138,895-21.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 22.34% | 72.74%-50.4pp | 63.41%-41.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,480 | $4,159-64.4% | $3,752-60.6% | $4,194-64.7% |
| Participant deferral / active EE | $13,667 | $6,817+100.5% | $6,282+117.6% | $6,396+113.7% |
| Admin fee / account holder | $649 | $10,396-93.8% | $9,818-93.4% | $12,562-94.8% |