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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 | $86,602 | $135,956-36.3% | $123,894-30.1% | $273,972-68.4% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 5.70% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,075 | $5,170-59.9% | $4,617-55.1% | $4,869-57.4% |
| Participant deferral / active EE | $4,511 | $6,343-28.9% | $5,984-24.6% | $5,287-14.7% |
| Admin fee / account holder | $1,987 | $9,817-79.8% | $8,357-76.2% | $10,133-80.4% |