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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 | $34,849 | $135,956-74.4% | $123,894-71.9% | $273,972-87.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.91% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,938 | $5,170-62.5% | $4,617-58.0% | $4,869-60.2% |
| Participant deferral / active EE | $7,489 | $6,343+18.1% | $5,984+25.1% | $5,287+41.6% |
| Admin fee / account holder | $608 | $9,817-93.8% | $8,357-92.7% | $10,133-94.0% |