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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 | $76,029 | $67,411+12.8% | $91,004-16.5% | $70,126+8.4% |
| Participation rate | 66.2% | 71.4%-5.2pp | 75.6%-9.4pp | 69.5%-3.3pp |
| Annual return | 21.16% | -40.16%+61.3pp | 4.60%+16.6pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,002 | $1,786-43.9% | $2,456-59.2% | $2,343-57.2% |
| Participant deferral / active EE | $3,436 | $2,823+21.7% | $3,548-3.1% | $3,332+3.1% |
| Admin fee / account holder | $2,983 | $4,236-29.6% | $5,417-44.9% | $4,645-35.8% |