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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 | $62,056 | $90,486-31.4% | $78,676-21.1% | $273,972-77.3% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 6.31% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,059 | $3,175-35.2% | $2,850-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $3,869 | $3,901-0.8% | $3,517+10.0% | $5,287-26.8% |
| Admin fee / account holder | $404 | $5,263-92.3% | $4,510-91.0% | $10,133-96.0% |