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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 | $55,164 | $135,956-59.4% | $123,894-55.5% | $273,972-79.9% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,118 | $5,170-59.0% | $4,617-54.1% | $4,869-56.5% |
| Participant deferral / active EE | $4,308 | $6,343-32.1% | $5,984-28.0% | $5,287-18.5% |
| Admin fee / account holder | $829 | $9,817-91.6% | $8,357-90.1% | $10,133-91.8% |