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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 | $70,015 | $73,107-4.2% | $114,563-38.9% | $87,485-20.0% |
| Participation rate | 57.6% | 65.8%-8.2pp | 72.9%-15.3pp | 68.9%-11.4pp |
| Annual return | 15.09% | 19.47%-4.4pp | 241.09%-226.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,785 | $1,881-5.1% | $2,592-31.1% | $2,596-31.3% |
| Participant deferral / active EE | $3,039 | $3,144-3.3% | $4,142-26.6% | $4,274-28.9% |
| Admin fee / account holder | $5,012 | $5,770-13.1% | $7,623-34.3% | $7,775-35.5% |