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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 | $35,039 | $131,835-73.4% | $108,582-67.7% | $273,972-87.2% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 11.04% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $4,177 | $4,913-15.0% | $3,758+11.1% | $4,869-14.2% |
| Participant deferral / active EE | $6,210 | $5,127+21.1% | $4,311+44.1% | $5,287+17.5% |
| Admin fee / account holder | $7,236 | $10,253-29.4% | $7,645-5.4% | $10,133-28.6% |