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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 | $71,417 | $89,259-20.0% | $107,187-33.4% | $82,637-13.6% |
| Participation rate | 59.0% | 67.9%-9.0pp | 75.0%-16.0pp | 68.1%-9.1pp |
| Annual return | 15.45% | 21.02%-5.6pp | 204.55%-189.1pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,161 | $3,080+2.6% | $3,782-16.4% | $2,552+23.9% |
| Participant deferral / active EE | $6,093 | $4,037+50.9% | $5,096+19.6% | $4,126+47.7% |
| Admin fee / account holder | $2,141 | $7,381-71.0% | $9,162-76.6% | $7,339-70.8% |