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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 | $70,345 | $101,950-31.0% | $125,529-44.0% | $86,983-19.1% |
| Participation rate | 61.0% | 70.2%-9.1pp | 74.7%-13.7pp | 69.5%-8.5pp |
| Annual return | 13.47% | 18.29%-4.8pp | 202.56%-189.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $930 | $2,358-60.5% | $3,058-69.6% | $2,584-64.0% |
| Participant deferral / active EE | $2,731 | $3,862-29.3% | $4,813-43.2% | $4,194-34.9% |
| Admin fee / account holder | $6,727 | $12,791-47.4% | $16,298-58.7% | $7,856-14.4% |