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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 | $28,581 | $135,956-79.0% | $123,894-76.9% | $273,972-89.6% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,455 | $5,170-52.5% | $4,617-46.8% | $4,869-49.6% |
| Participant deferral / active EE | $3,788 | $6,343-40.3% | $5,984-36.7% | $5,287-28.3% |
| Admin fee / account holder | $6,696 | $9,817-31.8% | $8,357-19.9% | $10,133-33.9% |