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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 | $67,806 | $72,071-5.9% | $68,368-0.8% | $137,256-50.6% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 14.76% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $477 | $2,788-82.9% | $2,649-82.0% | $4,156-88.5% |
| Participant deferral / active EE | $2,638 | $4,410-40.2% | $4,123-36.0% | $6,407-58.8% |
| Admin fee / account holder | $9,754 | $5,336+82.8% | $5,150+89.4% | $12,270-20.5% |