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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 | $76,010 | $78,428-3.1% | $95,960-20.8% | $79,852-4.8% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.0pp |
| Annual return | 13.56% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $942 | $1,945-51.6% | $2,541-62.9% | $2,471-61.9% |
| Participant deferral / active EE | $3,042 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $2,797 | $5,622-50.2% | $6,797-58.8% | $5,306-47.3% |