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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 | $82,745 | $165,381-50.0% | $149,730-44.7% | $158,966-47.9% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 12.07% | 348.29%-336.2pp | 276.70%-264.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $904 | $5,104-82.3% | $4,645-80.5% | $4,762-81.0% |
| Participant deferral / active EE | $11,918 | $7,182+65.9% | $6,843+74.2% | $5,983+99.2% |
| Admin fee / account holder | $12,020 | $10,809+11.2% | $9,310+29.1% | $11,250+6.8% |