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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 | $84,348 | $209,336-59.7% | $197,124-57.2% | $137,256-38.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 21.47% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,486 | $6,591-62.3% | $6,227-60.1% | $4,156-40.2% |
| Participant deferral / active EE | $8,325 | $9,614-13.4% | $9,135-8.9% | $6,407+29.9% |
| Admin fee / account holder | $389 | $17,308-97.8% | $16,298-97.6% | $12,270-96.8% |