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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 | $74,819 | $78,428-4.6% | $95,960-22.0% | $79,852-6.3% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.1%-24.1pp | 69.6%-16.7pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.5% | $2,471-30.6% |
| Participant deferral / active EE | $3,041 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $5,945 | $5,622+5.7% | $6,797-12.5% | $5,306+12.0% |