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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 | $90,512 | $135,956-33.4% | $123,894-26.9% | $273,972-67.0% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 6.38% | 56.63%-50.3pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,883 | $5,170-24.9% | $4,617-15.9% | $4,869-20.3% |
| Participant deferral / active EE | $5,129 | $6,343-19.1% | $5,984-14.3% | $5,287-3.0% |
| Admin fee / account holder | $1,625 | $9,817-83.4% | $8,357-80.6% | $10,133-84.0% |