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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 | $108,947 | $201,372-45.9% | $184,260-40.9% | $145,884-25.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.30% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $5,362 | $7,024-23.7% | $6,427-16.6% | $4,662+15.0% |
| Participant deferral / active EE | $9,323 | $9,808-4.9% | $9,133+2.1% | $6,690+39.4% |
| Admin fee / account holder | $434 | $16,362-97.3% | $13,898-96.9% | $13,392-96.8% |