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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 | $73,496 | $135,956-45.9% | $123,894-40.7% | $273,972-73.2% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 7.57% | 56.63%-49.1pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,352 | $5,170-54.5% | $4,617-49.0% | $4,869-51.7% |
| Participant deferral / active EE | $6,841 | $6,343+7.9% | $5,984+14.3% | $5,287+29.4% |
| Admin fee / account holder | $14,421 | $9,817+46.9% | $8,357+72.6% | $10,133+42.3% |