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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 | $95,470 | $175,231-45.5% | $149,696-36.2% | $139,466-31.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.12% | 166.77%-146.7pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,708 | $5,478-68.8% | $4,821-64.6% | $4,754-64.1% |
| Participant deferral / active EE | $4,266 | $6,521-34.6% | $5,682-24.9% | $6,712-36.4% |
| Admin fee / account holder | $588 | $16,155-96.4% | $13,212-95.5% | $11,409-94.8% |