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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 | $31,979 | $135,956-76.5% | $123,894-74.2% | $273,972-88.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.92% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,817 | $5,170-45.5% | $4,617-39.0% | $4,869-42.1% |
| Participant deferral / active EE | $6,241 | $6,343-1.6% | $5,984+4.3% | $5,287+18.0% |
| Admin fee / account holder | $4,365 | $9,817-55.5% | $8,357-47.8% | $10,133-56.9% |