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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 | $56,517 | $41,981+34.6% | $63,412-10.9% | $59,633-5.2% |
| Participation rate | 60.4% | 60.3%+0.1pp | 67.1%-6.7pp | 68.7%-8.3pp |
| Annual return | -1.09% | 13.04%-14.1pp | 4.04%-5.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,782 | $1,287+38.5% | $1,814-1.8% | $2,203-19.1% |
| Participant deferral / active EE | $3,738 | $2,002+86.8% | $2,496+49.8% | $3,192+17.1% |
| Admin fee / account holder | $571 | $3,509-83.7% | $3,753-84.8% | $4,297-86.7% |