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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 | $75,256 | $165,381-54.5% | $149,730-49.7% | $158,966-52.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.69% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,072 | $5,104-79.0% | $4,645-76.9% | $4,762-77.5% |
| Participant deferral / active EE | $7,248 | $7,182+0.9% | $6,843+5.9% | $5,983+21.1% |
| Admin fee / account holder | $1,040 | $10,809-90.4% | $9,310-88.8% | $11,250-90.8% |