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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 | $136,068 | $165,361-17.7% | $149,715-9.1% | $158,950-14.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 10.63% | 348.24%-337.6pp | 276.66%-266.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $1,087 | $5,103-78.7% | $4,645-76.6% | $4,762-77.2% |
| Participant deferral / active EE | $8,628 | $7,182+20.1% | $6,842+26.1% | $5,983+44.2% |
| Admin fee / account holder | $5,278 | $10,808-51.2% | $9,310-43.3% | $11,248-53.1% |