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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 | $117,368 | $228,352-48.6% | $185,835-36.8% | $158,966-26.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.19% | 40.81%-26.6pp | 35.96%-21.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,012 | $4,967-79.6% | $4,087-75.3% | $4,762-78.8% |
| Participant deferral / active EE | $9,297 | $6,416+44.9% | $5,633+65.0% | $5,983+55.4% |
| Admin fee / account holder | $919 | $11,867-92.3% | $9,502-90.3% | $11,250-91.8% |