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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 | $22,472 | $165,361-86.4% | $149,715-85.0% | $158,950-85.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.64% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $1,584 | $5,103-69.0% | $4,645-65.9% | $4,762-66.7% |
| Participant deferral / active EE | $3,145 | $7,182-56.2% | $6,842-54.0% | $5,983-47.4% |
| Admin fee / account holder | $6,238 | $10,808-42.3% | $9,310-33.0% | $11,248-44.5% |