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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 | $36,363 | $63,703-42.9% | $93,063-60.9% | $82,448-55.9% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.1%-10.4pp |
| Annual return | 18.94% | -775.43%+794.4pp | 34.15%-15.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,088 | $1,729-37.0% | $2,476-56.1% | $2,551-57.3% |
| Participant deferral / active EE | $2,524 | $2,919-13.6% | $3,958-36.2% | $4,139-39.0% |
| Admin fee / account holder | $696 | $5,982-88.4% | $6,033-88.5% | $7,234-90.4% |