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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 | $64,494 | $63,703+1.2% | $93,063-30.7% | $82,448-21.8% |
| Participation rate | 61.9% | 63.8%-1.9pp | 72.1%-10.2pp | 68.1%-6.2pp |
| Annual return | 15.49% | -775.43%+790.9pp | 34.15%-18.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,815 | $1,729+5.0% | $2,476-26.7% | $2,551-28.8% |
| Participant deferral / active EE | $3,659 | $2,919+25.3% | $3,958-7.6% | $4,139-11.6% |
| Admin fee / account holder | $2,398 | $5,982-59.9% | $6,033-60.3% | $7,234-66.9% |