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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 | $140,232 | $165,361-15.2% | $149,715-6.3% | $158,950-11.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 28.32% | 348.24%-319.9pp | 276.66%-248.3pp | 302.91%-274.6pp |
| Employer contribution / active EE | $1,702 | $5,103-66.7% | $4,645-63.4% | $4,762-64.3% |
| Participant deferral / active EE | $6,600 | $7,182-8.1% | $6,842-3.5% | $5,983+10.3% |
| Admin fee / account holder | $1,181 | $10,808-89.1% | $9,310-87.3% | $11,248-89.5% |