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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 | $86,920 | $135,956-36.1% | $123,894-29.8% | $273,972-68.3% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 7.88% | 56.63%-48.8pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $930 | $5,170-82.0% | $4,617-79.8% | $4,869-80.9% |
| Participant deferral / active EE | $5,582 | $6,343-12.0% | $5,984-6.7% | $5,287+5.6% |
| Admin fee / account holder | $658 | $9,817-93.3% | $8,357-92.1% | $10,133-93.5% |