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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 | $63,579 | $135,956-53.2% | $123,894-48.7% | $273,972-76.8% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 8.13% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,186 | $5,170-77.1% | $4,617-74.3% | $4,869-75.6% |
| Participant deferral / active EE | $2,951 | $6,343-53.5% | $5,984-50.7% | $5,287-44.2% |
| Admin fee / account holder | $3,589 | $9,817-63.4% | $8,357-57.1% | $10,133-64.6% |