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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 | $28,078 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.84% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $2,007 | $5,103-60.7% | $4,645-56.8% | $4,762-57.9% |
| Participant deferral / active EE | $7,222 | $7,182+0.6% | $6,842+5.6% | $5,983+20.7% |
| Admin fee / account holder | $11,778 | $10,808+9.0% | $9,310+26.5% | $11,248+4.7% |