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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 | $67,024 | $87,132-23.1% | $105,624-36.5% | $80,959-17.2% |
| Participation rate | 60.2% | 70.4%-10.2pp | 75.3%-15.0pp | 67.7%-7.4pp |
| Annual return | 11.04% | 17.03%-6.0pp | 116.20%-105.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,376 | $2,397-0.9% | $3,168-25.0% | $2,757-13.8% |
| Participant deferral / active EE | $3,177 | $3,985-20.3% | $5,013-36.6% | $4,300-26.1% |
| Admin fee / account holder | $2,166 | $8,449-74.4% | $10,961-80.2% | $6,925-68.7% |