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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 | $39,061 | $135,956-71.3% | $123,894-68.5% | $273,972-85.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 3.75% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,569 | $5,170-50.3% | $4,617-44.4% | $4,869-47.2% |
| Participant deferral / active EE | $5,860 | $6,343-7.6% | $5,984-2.1% | $5,287+10.8% |
| Admin fee / account holder | $1,437 | $9,817-85.4% | $8,357-82.8% | $10,133-85.8% |