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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 | $88,142 | $183,627-52.0% | $155,602-43.4% | $145,978-39.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.17% | 61.32%-52.1pp | 64.81%-55.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,519 | $5,316-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $6,690 | $6,466+3.5% | $5,629+18.9% | $6,6900% |
| Admin fee / account holder | $1,007 | $19,327-94.8% | $15,923-93.7% | $13,400-92.5% |