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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 | $56,468 | $135,956-58.5% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,077 | $5,170-79.2% | $4,617-76.7% | $4,869-77.9% |
| Participant deferral / active EE | $2,515 | $6,343-60.4% | $5,984-58.0% | $5,287-52.4% |
| Admin fee / account holder | $2,141 | $9,817-78.2% | $8,357-74.4% | $10,133-78.9% |