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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 | $58,353 | $57,976+0.7% | $63,018-7.4% | $62,293-6.3% |
| Participation rate | 46.5% | 75.9%-29.4pp | 74.8%-28.3pp | 69.5%-23.0pp |
| Annual return | 15.66% | 17.54%-1.9pp | 87.62%-72.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,119 | $2,415-53.7% | $2,761-59.5% | $2,042-45.2% |
| Participant deferral / active EE | $1,963 | $2,956-33.6% | $3,330-41.0% | $3,169-38.1% |
| Admin fee / account holder | $5,002 | $276+1713.8% | $3,601+38.9% | $479+943.4% |