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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 | $71,349 | $90,486-21.1% | $78,676-9.3% | $273,972-74.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $803 | $3,175-74.7% | $2,850-71.8% | $4,869-83.5% |
| Participant deferral / active EE | $4,396 | $3,901+12.7% | $3,517+25.0% | $5,287-16.9% |
| Admin fee / account holder | $853 | $5,263-83.8% | $4,510-81.1% | $10,133-91.6% |