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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 | $78,412 | $135,956-42.3% | $123,894-36.7% | $273,972-71.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.27% | 56.63%-51.4pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,937 | $5,170-23.9% | $4,617-14.7% | $4,869-19.1% |
| Participant deferral / active EE | $10,629 | $6,343+67.6% | $5,984+77.6% | $5,287+101.0% |
| Admin fee / account holder | $3,241 | $9,817-67.0% | $8,357-61.2% | $10,133-68.0% |