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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 | $74,208 | $72,404+2.5% | $110,243-32.7% | $64,173+15.6% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 9.71% | -6.29%+16.0pp | 314.76%-305.0pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,305 | $2,282-42.8% | $3,827-65.9% | $2,381-45.2% |
| Participant deferral / active EE | $2,808 | $3,469-19.1% | $4,672-39.9% | $3,470-19.1% |
| Admin fee / account holder | $919 | $5,664-83.8% | $8,548-89.2% | $4,887-81.2% |