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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 | $71,556 | $135,956-47.4% | $123,894-42.2% | $273,972-73.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,209 | $5,170-57.3% | $4,617-52.1% | $4,869-54.6% |
| Participant deferral / active EE | $4,774 | $6,343-24.7% | $5,984-20.2% | $5,287-9.7% |
| Admin fee / account holder | $479 | $9,817-95.1% | $8,357-94.3% | $10,133-95.3% |