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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 | $67,175 | $223,823-70.0% | $211,142-68.2% | $154,746-56.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.59% | 50.39%-30.8pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,358 | $6,787-50.5% | $6,442-47.9% | $4,379-23.3% |
| Participant deferral / active EE | $9,000 | $9,750-7.7% | $9,284-3.1% | $6,730+33.7% |
| Admin fee / account holder | $11,309 | $19,707-42.6% | $19,076-40.7% | $14,365-21.3% |