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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 | $108,189 | $165,399-34.6% | $149,745-27.8% | $158,982-31.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.93% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,996 | $5,105-60.9% | $4,646-57.0% | $4,763-58.1% |
| Participant deferral / active EE | $8,418 | $7,183+17.2% | $6,843+23.0% | $5,983+40.7% |
| Admin fee / account holder | $21,927 | $10,811+102.8% | $9,312+135.5% | $11,252+94.9% |