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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 | $59,531 | $135,956-56.2% | $123,894-52.0% | $273,972-78.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 14.40% | 56.63%-42.2pp | 47.52%-33.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $2,586 | $5,170-50.0% | $4,617-44.0% | $4,869-46.9% |
| Participant deferral / active EE | $5,362 | $6,343-15.5% | $5,984-10.4% | $5,287+1.4% |
| Admin fee / account holder | $859 | $9,817-91.3% | $8,357-89.7% | $10,133-91.5% |