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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 | $70,489 | $87,132-19.1% | $105,624-33.3% | $80,959-12.9% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 12.24% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,930 | $2,397-19.5% | $3,168-39.1% | $2,757-30.0% |
| Participant deferral / active EE | $4,136 | $3,985+3.8% | $5,013-17.5% | $4,300-3.8% |
| Admin fee / account holder | $1,629 | $8,449-80.7% | $10,961-85.1% | $6,925-76.5% |