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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 | $143,262 | $165,361-13.4% | $149,715-4.3% | $158,950-9.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.92% | 348.24%-338.3pp | 276.66%-266.7pp | 302.91%-293.0pp |
| Employer contribution / active EE | $2,140 | $5,103-58.1% | $4,645-53.9% | $4,762-55.1% |
| Participant deferral / active EE | $6,220 | $7,182-13.4% | $6,842-9.1% | $5,983+4.0% |
| Admin fee / account holder | $1,403 | $10,808-87.0% | $9,310-84.9% | $11,248-87.5% |