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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 | $65,493 | $63,703+2.8% | $93,063-29.6% | $82,448-20.6% |
| Participation rate | 48.4% | 63.8%-15.4pp | 72.1%-23.7pp | 68.1%-19.7pp |
| Annual return | 18.92% | -775.43%+794.4pp | 34.15%-15.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,422 | $1,729-17.7% | $2,476-42.6% | $2,551-44.2% |
| Participant deferral / active EE | $4,897 | $2,919+67.7% | $3,958+23.7% | $4,139+18.3% |
| Admin fee / account holder | $3,773 | $5,982-36.9% | $6,033-37.5% | $7,234-47.9% |