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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 | $121,188 | $97,078+24.8% | $103,065+17.6% | $145,897-16.9% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.6%-13.9pp | 80.3%-13.6pp |
| Annual return | 18.66% | 25.49%-6.8pp | 23.95%-5.3pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,922 | $4,680-58.9% | $4,675-58.9% | $4,663-58.8% |
| Participant deferral / active EE | $2,504 | $6,601-62.1% | $6,625-62.2% | $6,689-62.6% |
| Admin fee / account holder | $3,879 | $12,505-69.0% | $9,349-58.5% | $13,390-71.0% |