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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 | $74,175 | $93,346-20.5% | $71,796+3.3% | $273,972-72.9% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 5.69% | 130.39%-124.7pp | 78.04%-72.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,785 | $2,733-34.7% | $1,924-7.3% | $4,869-63.3% |
| Participant deferral / active EE | $4,068 | $3,475+17.1% | $2,794+45.6% | $5,287-23.1% |
| Admin fee / account holder | $895 | $6,571-86.4% | $4,815-81.4% | $10,133-91.2% |