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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 | $36,783 | $135,956-72.9% | $123,894-70.3% | $273,972-86.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,371 | $5,170-54.1% | $4,617-48.6% | $4,869-51.3% |
| Participant deferral / active EE | $5,609 | $6,343-11.6% | $5,984-6.3% | $5,287+6.1% |
| Admin fee / account holder | $19,923 | $9,817+102.9% | $8,357+138.4% | $10,133+96.6% |