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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 | $74,956 | $78,428-4.4% | $95,960-21.9% | $79,852-6.1% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.1pp |
| Annual return | 15.30% | 19.37%-4.1pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,632 | $1,945-16.1% | $2,541-35.8% | $2,471-33.9% |
| Participant deferral / active EE | $1,966 | $3,440-42.8% | $4,167-52.8% | $3,740-47.4% |
| Admin fee / account holder | $595 | $5,622-89.4% | $6,797-91.3% | $5,306-88.8% |