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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 | $87,034 | $67,411+29.1% | $91,004-4.4% | $70,126+24.1% |
| Participation rate | 58.8% | 71.4%-12.5pp | 75.6%-16.8pp | 69.5%-10.7pp |
| Annual return | 52.49% | -40.16%+92.6pp | 4.60%+47.9pp | 73.15%-20.7pp |
| Employer contribution / active EE | $790 | $1,786-55.8% | $2,456-67.8% | $2,343-66.3% |
| Participant deferral / active EE | $2,177 | $2,823-22.9% | $3,548-38.6% | $3,332-34.7% |
| Admin fee / account holder | $1,512 | $4,236-64.3% | $5,417-72.1% | $4,645-67.5% |