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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 | $70,061 | $78,428-10.7% | $95,960-27.0% | $79,852-12.3% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 18.57% | 19.37%-0.8pp | 91.63%-73.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $473 | $1,945-75.7% | $2,541-81.4% | $2,471-80.8% |
| Participant deferral / active EE | $3,103 | $3,440-9.8% | $4,167-25.5% | $3,740-17.0% |
| Admin fee / account holder | $3,087 | $5,622-45.1% | $6,797-54.6% | $5,306-41.8% |