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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 | $70,244 | $135,956-48.3% | $123,894-43.3% | $273,972-74.4% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,804 | $5,170-65.1% | $4,617-60.9% | $4,869-62.9% |
| Participant deferral / active EE | $2,615 | $6,343-58.8% | $5,984-56.3% | $5,287-50.5% |
| Admin fee / account holder | $3,326 | $9,817-66.1% | $8,357-60.2% | $10,133-67.2% |