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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 | $68,832 | $78,423-12.2% | $95,964-28.3% | $79,856-13.8% |
| Participation rate | 66.1% | 73.5%-7.4pp | 77.1%-11.0pp | 69.6%-3.5pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $517 | $1,945-73.4% | $2,541-79.7% | $2,471-79.1% |
| Participant deferral / active EE | $6,275 | $3,440+82.4% | $4,167+50.6% | $3,741+67.8% |
| Admin fee / account holder | $5,733 | $5,622+2.0% | $6,797-15.7% | $5,306+8.0% |