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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 | $58,170 | $101,778-42.8% | $164,975-64.7% | $80,925-28.1% |
| Participation rate | 69.7% | 71.8%-2.1pp | 78.6%-8.9pp | 67.7%+2.0pp |
| Annual return | 16.60% | 16.73%-0.1pp | 70.12%-53.5pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,368 | $2,954-53.7% | $4,343-68.5% | $2,756-50.4% |
| Participant deferral / active EE | $3,476 | $4,477-22.3% | $6,033-42.4% | $4,299-19.1% |
| Admin fee / account holder | $4,693 | $8,221-42.9% | $12,688-63.0% | $6,940-32.4% |