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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 | $76,063 | $135,956-44.1% | $123,894-38.6% | $273,972-72.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 9.91% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,426 | $5,170-53.1% | $4,617-47.5% | $4,869-50.2% |
| Participant deferral / active EE | $8,020 | $6,343+26.4% | $5,984+34.0% | $5,287+51.7% |
| Admin fee / account holder | $1,915 | $9,817-80.5% | $8,357-77.1% | $10,133-81.1% |