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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 | $64,694 | $135,956-52.4% | $123,894-47.8% | $273,972-76.4% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,299 | $5,170-16.8% | $4,617-6.9% | $4,869-11.7% |
| Participant deferral / active EE | $9,897 | $6,343+56.0% | $5,984+65.4% | $5,287+87.2% |
| Admin fee / account holder | $3,132 | $9,817-68.1% | $8,357-62.5% | $10,133-69.1% |