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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 | $47,895 | $135,956-64.8% | $123,894-61.3% | $273,972-82.5% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,257 | $5,170-56.3% | $4,617-51.1% | $4,869-53.6% |
| Participant deferral / active EE | $7,449 | $6,343+17.4% | $5,984+24.5% | $5,287+40.9% |
| Admin fee / account holder | $3,948 | $9,817-59.8% | $8,357-52.8% | $10,133-61.0% |