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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 | $39,316 | $61,815-36.4% | $97,295-59.6% | $80,959-51.4% |
| Participation rate | 67.6% | 63.5%+4.2pp | 72.7%-5.0pp | 67.7%0pp |
| Annual return | 18.52% | -558.73%+577.2pp | 75.62%-57.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $752 | $1,836-59.0% | $2,723-72.4% | $2,757-72.7% |
| Participant deferral / active EE | $3,409 | $3,027+12.6% | $4,264-20.1% | $4,300-20.7% |
| Admin fee / account holder | $936 | $5,166-81.9% | $5,646-83.4% | $6,925-86.5% |