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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 | $79,966 | $135,956-41.2% | $123,894-35.5% | $273,973-70.8% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 12.46% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,269 | $5,170-75.5% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $3,884 | $6,343-38.8% | $5,984-35.1% | $5,287-26.5% |
| Admin fee / account holder | $924 | $9,817-90.6% | $8,357-88.9% | $10,133-90.9% |