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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 | $87,817 | $165,361-46.9% | $149,715-41.3% | $158,950-44.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.98% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $3,045 | $5,103-40.3% | $4,645-34.4% | $4,762-36.1% |
| Participant deferral / active EE | $6,020 | $7,182-16.2% | $6,842-12.0% | $5,983+0.6% |
| Admin fee / account holder | $8,985 | $10,808-16.9% | $9,310-3.5% | $11,248-20.1% |