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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 | $71,666 | $67,411+6.3% | $91,004-21.2% | $70,126+2.2% |
| Participation rate | 59.6% | 71.4%-11.8pp | 75.6%-16.0pp | 69.5%-10.0pp |
| Annual return | 17.28% | -40.16%+57.4pp | 4.60%+12.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,323 | $1,786-25.9% | $2,456-46.1% | $2,343-43.5% |
| Participant deferral / active EE | $3,611 | $2,823+27.9% | $3,548+1.8% | $3,332+8.4% |
| Admin fee / account holder | $10,949 | $4,236+158.5% | $5,417+102.1% | $4,645+135.7% |