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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 | $101,918 | $165,381-38.4% | $149,730-31.9% | $158,966-35.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.49% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $2,243 | $5,104-56.0% | $4,645-51.7% | $4,762-52.9% |
| Participant deferral / active EE | $4,404 | $7,182-38.7% | $6,843-35.6% | $5,983-26.4% |
| Admin fee / account holder | $2,853 | $10,809-73.6% | $9,310-69.4% | $11,250-74.6% |