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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 | $76,004 | $67,411+12.7% | $91,004-16.5% | $70,124+8.4% |
| Participation rate | 63.6% | 71.4%-7.7pp | 75.6%-12.0pp | 69.5%-5.9pp |
| Annual return | 18.45% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $854 | $1,786-52.2% | $2,456-65.2% | $2,342-63.5% |
| Participant deferral / active EE | $2,461 | $2,823-12.8% | $3,548-30.6% | $3,332-26.1% |
| Admin fee / account holder | $3,434 | $4,236-18.9% | $5,417-36.6% | $4,645-26.1% |