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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 | $34,874 | $135,956-74.3% | $123,894-71.9% | $273,972-87.3% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 9.95% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,327 | $5,170-55.0% | $4,617-49.6% | $4,869-52.2% |
| Participant deferral / active EE | $4,106 | $6,343-35.3% | $5,984-31.4% | $5,287-22.3% |
| Admin fee / account holder | $2,130 | $9,817-78.3% | $8,357-74.5% | $10,133-79.0% |