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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 | $10,795 | $114,119-90.5% | $107,187-89.9% | $138,895-92.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 27.62% | 273.21%-245.6pp | 204.55%-176.9pp | 145.39%-117.8pp |
| Employer contribution / active EE | $1,485 | $4,059-63.4% | $3,782-60.7% | $4,194-64.6% |
| Participant deferral / active EE | $1,622 | $5,538-70.7% | $5,096-68.2% | $6,396-74.6% |
| Admin fee / account holder | $919 | $10,024-90.8% | $9,162-90.0% | $12,562-92.7% |