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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 | $54,438 | $63,703-14.5% | $93,063-41.5% | $82,448-34.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 34.33% | -775.43%+809.8pp | 34.15%+0.2pp | 41.64%-7.3pp |
| Employer contribution / active EE | $1,798 | $1,729+4.0% | $2,476-27.4% | $2,551-29.5% |
| Participant deferral / active EE | $3,978 | $2,919+36.3% | $3,958+0.5% | $4,139-3.9% |
| Admin fee / account holder | $5,999 | $5,982+0.3% | $6,033-0.6% | $7,234-17.1% |