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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 | $135,800 | $165,381-17.9% | $149,730-9.3% | $158,966-14.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.34% | 348.29%-330.0pp | 276.70%-258.4pp | 302.95%-284.6pp |
| Employer contribution / active EE | $965 | $5,104-81.1% | $4,645-79.2% | $4,762-79.7% |
| Participant deferral / active EE | $9,236 | $7,182+28.6% | $6,843+35.0% | $5,983+54.4% |
| Admin fee / account holder | $613 | $10,809-94.3% | $9,310-93.4% | $11,250-94.6% |