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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 | $81,565 | $135,956-40.0% | $123,894-34.2% | $273,972-70.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.63% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,474 | $5,170-71.5% | $4,617-68.1% | $4,869-69.7% |
| Participant deferral / active EE | $3,524 | $6,343-44.4% | $5,984-41.1% | $5,287-33.3% |
| Admin fee / account holder | $2,947 | $9,817-70.0% | $8,357-64.7% | $10,133-70.9% |