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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 | $69,164 | $78,423-11.8% | $95,964-27.9% | $79,856-13.4% |
| Participation rate | 62.0% | 73.5%-11.5pp | 77.1%-15.1pp | 69.6%-7.6pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.64%-76.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $960 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $2,442 | $3,440-29.0% | $4,167-41.4% | $3,741-34.7% |
| Admin fee / account holder | $4,892 | $5,622-13.0% | $6,797-28.0% | $5,306-7.8% |