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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 | $95,833 | $165,381-42.1% | $149,730-36.0% | $158,966-39.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 28.84% | 348.29%-319.5pp | 276.70%-247.9pp | 302.95%-274.1pp |
| Employer contribution / active EE | $1,974 | $5,104-61.3% | $4,645-57.5% | $4,762-58.5% |
| Participant deferral / active EE | $8,689 | $7,182+21.0% | $6,843+27.0% | $5,983+45.2% |
| Admin fee / account holder | $7,233 | $10,809-33.1% | $9,310-22.3% | $11,250-35.7% |