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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 | $70,570 | $105,284-33.0% | $150,734-53.2% | $94,015-24.9% |
| Participation rate | 65.4% | 71.7%-6.3pp | 78.4%-13.1pp | 70.8%-5.4pp |
| Annual return | 12.74% | 15.67%-2.9pp | 600.81%-588.1pp | 17.84%-5.1pp |
| Employer contribution / active EE | $3,693 | $3,599+2.6% | $4,918-24.9% | $2,790+32.4% |
| Participant deferral / active EE | $4,110 | $4,274-3.8% | $5,610-26.7% | $4,249-3.3% |
| Admin fee / account holder | $715 | $9,839-92.7% | $14,905-95.2% | $8,951-92.0% |