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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 | $134,690 | $201,372-33.1% | $184,260-26.9% | $145,884-7.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.41% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,959 | $7,024-72.1% | $6,427-69.5% | $4,662-58.0% |
| Participant deferral / active EE | $9,382 | $9,808-4.3% | $9,133+2.7% | $6,690+40.2% |
| Admin fee / account holder | $604 | $16,362-96.3% | $13,898-95.7% | $13,392-95.5% |