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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 | $66,109 | $124,980-47.1% | $108,359-39.0% | $154,746-57.3% |
| Participation rate | 43.5% | 75.2%-31.7pp | 70.1%-26.6pp | 80.7%-37.2pp |
| Annual return | 20.78% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,775 | $2,851-37.7% | $2,399-26.0% | $4,379-59.5% |
| Participant deferral / active EE | $4,628 | $4,743-2.4% | $4,137+11.9% | $6,730-31.2% |
| Admin fee / account holder | $1,050 | $11,502-90.9% | $9,741-89.2% | $14,365-92.7% |