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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 | $83,531 | $57,352+45.6% | $83,830-0.4% | $64,173+30.2% |
| Participation rate | 68.3% | 68.6%-0.3pp | 76.1%-7.9pp | 69.6%-1.3pp |
| Annual return | -5.73% | 11.38%-17.1pp | 850.97%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,451 | $2,546-43.0% | $3,631-60.0% | $2,381-39.0% |
| Participant deferral / active EE | $5,568 | $2,993+86.0% | $4,082+36.4% | $3,470+60.5% |
| Admin fee / account holder | $1,603 | $4,046-60.4% | $5,479-70.7% | $4,887-67.2% |