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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 | $51,417 | $90,486-43.2% | $78,676-34.6% | $273,972-81.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 7.65% | 75.62%-68.0pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,859 | $3,175-41.4% | $2,850-34.8% | $4,869-61.8% |
| Participant deferral / active EE | $2,114 | $3,901-45.8% | $3,517-39.9% | $5,287-60.0% |
| Admin fee / account holder | $1,106 | $5,263-79.0% | $4,510-75.5% | $10,133-89.1% |