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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 | $73,946 | $135,956-45.6% | $123,894-40.3% | $273,972-73.0% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,710 | $5,170-47.6% | $4,617-41.3% | $4,869-44.3% |
| Participant deferral / active EE | $5,619 | $6,343-11.4% | $5,984-6.1% | $5,287+6.3% |
| Admin fee / account holder | $495 | $9,817-95.0% | $8,357-94.1% | $10,133-95.1% |