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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 | $62,474 | $91,559-31.8% | $133,959-53.4% | $79,858-21.8% |
| Participation rate | 59.0% | 73.3%-14.4pp | 79.8%-20.9pp | 69.6%-10.7pp |
| Annual return | 10.37% | 61.85%-51.5pp | 45.09%-34.7pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,709 | $2,384-28.3% | $3,919-56.4% | $2,471-30.8% |
| Participant deferral / active EE | $3,332 | $3,734-10.8% | $5,047-34.0% | $3,740-10.9% |
| Admin fee / account holder | $1,649 | $6,321-73.9% | $8,928-81.5% | $5,306-68.9% |