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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 | $68,556 | $63,703+7.6% | $93,063-26.3% | $82,448-16.8% |
| Participation rate | 36.5% | 63.8%-27.3pp | 72.1%-35.6pp | 68.1%-31.5pp |
| Annual return | 16.33% | -775.43%+791.8pp | 34.15%-17.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $569 | $1,729-67.1% | $2,476-77.0% | $2,551-77.7% |
| Participant deferral / active EE | $1,537 | $2,919-47.4% | $3,958-61.2% | $4,139-62.9% |
| Admin fee / account holder | $575 | $5,982-90.4% | $6,033-90.5% | $7,234-92.0% |