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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 | $70,118 | $63,703+10.1% | $93,063-24.7% | $82,448-15.0% |
| Participation rate | 48.1% | 63.8%-15.7pp | 72.1%-24.0pp | 68.1%-19.9pp |
| Annual return | 19.35% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,269 | $1,729-26.6% | $2,476-48.7% | $2,551-50.2% |
| Participant deferral / active EE | $3,702 | $2,919+26.8% | $3,958-6.5% | $4,139-10.6% |
| Admin fee / account holder | $838 | $5,982-86.0% | $6,033-86.1% | $7,234-88.4% |