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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 | $134,232 | $165,381-18.8% | $149,730-10.4% | $158,966-15.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 28.27% | 348.29%-320.0pp | 276.70%-248.4pp | 302.95%-274.7pp |
| Employer contribution / active EE | $2,106 | $5,104-58.7% | $4,645-54.7% | $4,762-55.8% |
| Participant deferral / active EE | $9,386 | $7,182+30.7% | $6,843+37.2% | $5,983+56.9% |
| Admin fee / account holder | $1,445 | $10,809-86.6% | $9,310-84.5% | $11,250-87.2% |