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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 | $87,430 | $135,956-35.7% | $123,894-29.4% | $273,972-68.1% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 7.62% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,064 | $5,170-79.4% | $4,617-77.0% | $4,869-78.2% |
| Participant deferral / active EE | $3,339 | $6,343-47.4% | $5,984-44.2% | $5,287-36.9% |
| Admin fee / account holder | $2,789 | $9,817-71.6% | $8,357-66.6% | $10,133-72.5% |