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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 | $62,962 | $135,956-53.7% | $123,894-49.2% | $273,972-77.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.12% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,107 | $5,170-78.6% | $4,617-76.0% | $4,869-77.3% |
| Participant deferral / active EE | $2,971 | $6,343-53.2% | $5,984-50.4% | $5,287-43.8% |
| Admin fee / account holder | $2,073 | $9,817-78.9% | $8,357-75.2% | $10,133-79.5% |