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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 | $91,975 | $135,956-32.3% | $123,894-25.8% | $273,972-66.4% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,586 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $6,833 | $6,343+7.7% | $5,984+14.2% | $5,287+29.2% |
| Admin fee / account holder | $14,871 | $9,817+51.5% | $8,357+77.9% | $10,133+46.8% |