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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 | $48,809 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 38.9% | 84.1%-45.2pp | 81.4%-42.5pp | 83.0%-44.1pp |
| Annual return | 8.78% | 56.63%-47.9pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $5,286 | $5,170+2.2% | $4,617+14.5% | $4,869+8.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,777 | $9,817-71.7% | $8,357-66.8% | $10,133-72.6% |