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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 | $68,981 | $78,428-12.0% | $95,960-28.1% | $79,852-13.6% |
| Participation rate | 67.7% | 73.5%-5.8pp | 77.1%-9.3pp | 69.6%-1.9pp |
| Annual return | 10.24% | 19.37%-9.1pp | 91.63%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $698 | $1,945-64.1% | $2,541-72.5% | $2,471-71.7% |
| Participant deferral / active EE | $2,273 | $3,440-33.9% | $4,167-45.4% | $3,740-39.2% |
| Admin fee / account holder | $1,738 | $5,622-69.1% | $6,797-74.4% | $5,306-67.2% |