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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 | $64,256 | $78,428-18.1% | $95,960-33.0% | $79,852-19.5% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 12.34% | 19.37%-7.0pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,707 | $3,440-50.4% | $4,167-59.0% | $3,740-54.4% |
| Admin fee / account holder | $3,219 | $5,622-42.8% | $6,797-52.6% | $5,306-39.3% |