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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 | $62,476 | $63,703-1.9% | $93,063-32.9% | $82,448-24.2% |
| Participation rate | 36.1% | 63.8%-27.7pp | 72.1%-36.0pp | 68.1%-32.0pp |
| Annual return | 14.70% | -775.43%+790.1pp | 34.15%-19.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,403 | $1,729+39.0% | $2,476-2.9% | $2,551-5.8% |
| Participant deferral / active EE | $3,633 | $2,919+24.5% | $3,958-8.2% | $4,139-12.2% |
| Admin fee / account holder | $4,357 | $5,982-27.2% | $6,033-27.8% | $7,234-39.8% |