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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 | $67,476 | $135,956-50.4% | $123,894-45.5% | $273,972-75.4% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,020 | $5,170-60.9% | $4,617-56.2% | $4,869-58.5% |
| Participant deferral / active EE | $5,142 | $6,343-18.9% | $5,984-14.1% | $5,287-2.7% |
| Admin fee / account holder | $6,970 | $9,817-29.0% | $8,357-16.6% | $10,133-31.2% |