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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 | $65,555 | $61,789+6.1% | $97,167-32.5% | $80,874-18.9% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.7%-18.8pp | 67.6%-13.8pp |
| Annual return | 14.19% | -557.90%+572.1pp | 75.27%-61.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,101 | $1,837-40.0% | $2,729-59.6% | $2,756-60.0% |
| Participant deferral / active EE | $4,248 | $3,028+40.3% | $4,264-0.4% | $4,297-1.1% |
| Admin fee / account holder | $7,449 | $5,168+44.1% | $5,650+31.8% | $6,935+7.4% |