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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 | $94,436-25.5% | $115,599-39.1% | $82,637-14.9% |
| Participation rate | 61.0% | 70.4%-9.4pp | 74.3%-13.3pp | 68.1%-7.0pp |
| Annual return | 13.47% | 18.37%-4.9pp | 111.10%-97.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $930 | $2,324-60.0% | $2,955-68.5% | $2,552-63.5% |
| Participant deferral / active EE | $2,731 | $3,955-30.9% | $4,889-44.1% | $4,126-33.8% |
| Admin fee / account holder | $6,727 | $10,328-34.9% | $12,841-47.6% | $7,339-8.3% |