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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 | $69,175 | $70,418-1.8% | $96,570-28.4% | $85,847-19.4% |
| Participation rate | 57.4% | 61.8%-4.4pp | 69.8%-12.4pp | 69.3%-11.9pp |
| Annual return | 17.91% | 18.59%-0.7pp | 37.79%-19.9pp | 318.61%-300.7pp |
| Employer contribution / active EE | $1,642 | $1,413+16.2% | $2,357-30.3% | $2,565-36.0% |
| Participant deferral / active EE | $3,320 | $2,894+14.7% | $3,849-13.7% | $3,952-16.0% |
| Admin fee / account holder | $10,507 | $4,995+110.4% | $6,182+70.0% | $6,261+67.8% |