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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 | $81,800 | $165,399-50.5% | $149,745-45.4% | $158,982-48.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.44% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,443 | $5,105-52.1% | $4,646-47.4% | $4,763-48.7% |
| Participant deferral / active EE | $2,618 | $7,183-63.6% | $6,843-61.7% | $5,983-56.3% |
| Admin fee / account holder | $403 | $10,811-96.3% | $9,312-95.7% | $11,252-96.4% |