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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 | $70,203 | $71,230-1.4% | $93,727-25.1% | $80,959-13.3% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,236 | $1,565-21.0% | $2,421-49.0% | $2,757-55.2% |
| Participant deferral / active EE | $3,223 | $4,037-20.2% | $4,417-27.0% | $4,300-25.1% |
| Admin fee / account holder | $1,330 | $6,961-80.9% | $8,292-84.0% | $6,925-80.8% |