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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 | $116,996 | $135,956-13.9% | $123,894-5.6% | $273,972-57.3% |
| Participation rate | 52.6% | 84.1%-31.4pp | 81.4%-28.8pp | 83.0%-30.4pp |
| Annual return | 7.50% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,426 | $5,170-72.4% | $4,617-69.1% | $4,869-70.7% |
| Participant deferral / active EE | $3,841 | $6,343-39.4% | $5,984-35.8% | $5,287-27.3% |
| Admin fee / account holder | $6,514 | $9,817-33.7% | $8,357-22.1% | $10,133-35.7% |