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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 | $70,668 | $73,107-3.3% | $114,563-38.3% | $87,485-19.2% |
| Participation rate | 61.5% | 65.8%-4.2pp | 72.9%-11.4pp | 68.9%-7.4pp |
| Annual return | 16.94% | 19.47%-2.5pp | 241.09%-224.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $300 | $1,881-84.0% | $2,592-88.4% | $2,596-88.4% |
| Participant deferral / active EE | $1,314 | $3,144-58.2% | $4,142-68.3% | $4,274-69.2% |
| Admin fee / account holder | $729 | $5,770-87.4% | $7,623-90.4% | $7,775-90.6% |