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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 | $70,017 | $67,411+3.9% | $91,004-23.1% | $70,126-0.2% |
| Participation rate | 66.1% | 71.4%-5.2pp | 75.6%-9.5pp | 69.5%-3.4pp |
| Annual return | 15.18% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $513 | $1,786-71.3% | $2,456-79.1% | $2,343-78.1% |
| Participant deferral / active EE | $2,591 | $2,823-8.2% | $3,548-27.0% | $3,332-22.2% |
| Admin fee / account holder | $1,562 | $4,236-63.1% | $5,417-71.2% | $4,645-66.4% |