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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 | $212,386-60.3% | $199,883-57.8% | $138,895-39.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 21.47% | 47.75%-26.3pp | 43.81%-22.3pp | 145.39%-123.9pp |
| Employer contribution / active EE | $2,486 | $6,625-62.5% | $6,261-60.3% | $4,194-40.7% |
| Participant deferral / active EE | $8,325 | $9,617-13.4% | $9,138-8.9% | $6,396+30.2% |
| Admin fee / account holder | $389 | $18,233-97.9% | $17,268-97.7% | $12,562-96.9% |