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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 | $109,901 | $209,336-47.5% | $197,124-44.2% | $137,256-19.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 16.17% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,165 | $6,591-67.1% | $6,227-65.2% | $4,156-47.9% |
| Participant deferral / active EE | $10,537 | $9,614+9.6% | $9,135+15.4% | $6,407+64.5% |
| Admin fee / account holder | $1,994 | $17,308-88.5% | $16,298-87.8% | $12,270-83.8% |