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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 | $46,747 | $135,956-65.6% | $123,894-62.3% | $273,972-82.9% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,242 | $5,170-56.6% | $4,617-51.4% | $4,869-54.0% |
| Participant deferral / active EE | $6,294 | $6,343-0.8% | $5,984+5.2% | $5,287+19.0% |
| Admin fee / account holder | $21,426 | $9,817+118.2% | $8,357+156.4% | $10,133+111.5% |