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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 | $71,606 | $135,956-47.3% | $123,894-42.2% | $273,972-73.9% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 20.91% | 56.63%-35.7pp | 47.52%-26.6pp | 41.46%-20.5pp |
| Employer contribution / active EE | $3,713 | $5,170-28.2% | $4,617-19.6% | $4,869-23.7% |
| Participant deferral / active EE | $8,137 | $6,343+28.3% | $5,984+36.0% | $5,287+53.9% |
| Admin fee / account holder | $888 | $9,817-91.0% | $8,357-89.4% | $10,133-91.2% |