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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 | $89,552 | $135,956-34.1% | $123,894-27.7% | $273,972-67.3% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 8.39% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,795 | $5,170-7.3% | $4,617+3.9% | $4,869-1.5% |
| Participant deferral / active EE | $9,400 | $6,343+48.2% | $5,984+57.1% | $5,287+77.8% |
| Admin fee / account holder | $1,900 | $9,817-80.6% | $8,357-77.3% | $10,133-81.2% |