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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 | $62,830 | $67,411-6.8% | $91,004-31.0% | $70,126-10.4% |
| Participation rate | 8.9% | 71.4%-62.5pp | 75.6%-66.7pp | 69.5%-60.7pp |
| Annual return | 53.33% | -40.16%+93.5pp | 4.60%+48.7pp | 73.15%-19.8pp |
| Employer contribution / active EE | $461 | $1,786-74.2% | $2,456-81.2% | $2,343-80.3% |
| Participant deferral / active EE | $1,706 | $2,823-39.6% | $3,548-51.9% | $3,332-48.8% |
| Admin fee / account holder | $2,397 | $4,236-43.4% | $5,417-55.7% | $4,645-48.4% |