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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 | $64,531 | $165,361-61.0% | $149,715-56.9% | $158,950-59.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 28.65% | 348.24%-319.6pp | 276.66%-248.0pp | 302.91%-274.3pp |
| Employer contribution / active EE | $1,267 | $5,103-75.2% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $3,624 | $7,182-49.5% | $6,842-47.0% | $5,983-39.4% |
| Admin fee / account holder | $320 | $10,808-97.0% | $9,310-96.6% | $11,248-97.2% |