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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 | $98,968 | $174,379-43.2% | $152,093-34.9% | $138,895-28.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 20.18% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,792 | $4,652-61.5% | $4,175-57.1% | $4,194-57.3% |
| Participant deferral / active EE | $10,333 | $6,159+67.8% | $5,451+89.6% | $6,396+61.6% |
| Admin fee / account holder | $1,469 | $16,880-91.3% | $14,497-89.9% | $12,562-88.3% |