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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 | $142,289 | $165,361-14.0% | $149,715-5.0% | $158,950-10.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.86% | 348.24%-330.4pp | 276.66%-258.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $2,480 | $5,103-51.4% | $4,645-46.6% | $4,762-47.9% |
| Participant deferral / active EE | $7,376 | $7,182+2.7% | $6,842+7.8% | $5,983+23.3% |
| Admin fee / account holder | $1,224 | $10,808-88.7% | $9,310-86.8% | $11,248-89.1% |