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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 | $67,284 | $114,013-41.0% | $103,693-35.1% | $155,188-56.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 16.83% | 49.31%-32.5pp | 47.61%-30.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,939 | $3,131-38.1% | $2,920-33.6% | $4,248-54.4% |
| Participant deferral / active EE | $8,358 | $4,970+68.2% | $4,579+82.5% | $6,531+28.0% |
| Admin fee / account holder | $3,347 | $8,407-60.2% | $7,858-57.4% | $14,480-76.9% |