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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 | $84,778 | $196,972-57.0% | $182,262-53.5% | $198,609-57.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.74% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,481 | $5,364-72.4% | $5,046-70.6% | $5,055-70.7% |
| Participant deferral / active EE | $4,457 | $8,643-48.4% | $8,276-46.2% | $6,977-36.1% |
| Admin fee / account holder | $716 | $18,429-96.1% | $16,712-95.7% | $19,030-96.2% |