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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 | $104,303 | $174,379-40.2% | $152,093-31.4% | $138,895-24.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.47% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $8,000 | $4,652+72.0% | $4,175+91.6% | $4,194+90.7% |
| Participant deferral / active EE | $17,667 | $6,159+186.8% | $5,451+224.1% | $6,396+176.2% |
| Admin fee / account holder | $401 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |