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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 | $115,960 | $213,785-45.8% | $185,441-37.5% | $155,188-25.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 9.11% | 19.97%-10.9pp | 20.16%-11.1pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,809 | $5,393-66.5% | $4,672-61.3% | $4,248-57.4% |
| Participant deferral / active EE | $8,333 | $6,864+21.4% | $6,152+35.5% | $6,531+27.6% |
| Admin fee / account holder | $1,205 | $21,134-94.3% | $17,890-93.3% | $14,480-91.7% |