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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 | $87,317 | $135,956-35.8% | $123,894-29.5% | $273,972-68.1% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,604 | $5,170-30.3% | $4,617-21.9% | $4,869-26.0% |
| Participant deferral / active EE | $6,263 | $6,343-1.3% | $5,984+4.7% | $5,287+18.4% |
| Admin fee / account holder | $3,738 | $9,817-61.9% | $8,357-55.3% | $10,133-63.1% |