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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 | $65,028 | $70,366-7.6% | $66,674-2.5% | $138,895-53.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 13.27% | 386.41%-373.1pp | 321.24%-308.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $463 | $2,765-83.2% | $2,620-82.3% | $4,194-89.0% |
| Participant deferral / active EE | $703 | $4,374-83.9% | $4,084-82.8% | $6,396-89.0% |
| Admin fee / account holder | $7,278 | $5,262+38.3% | $5,098+42.8% | $12,562-42.1% |