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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 | $62,258 | $57,976+7.4% | $63,005-1.2% | $62,293-0.1% |
| Participation rate | 47.2% | 75.9%-28.8pp | 74.8%-27.6pp | 69.5%-22.3pp |
| Annual return | 17.91% | 17.54%+0.4pp | 87.59%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,991 | $2,415-17.6% | $2,760-27.9% | $2,042-2.5% |
| Participant deferral / active EE | $3,126 | $2,956+5.7% | $3,329-6.1% | $3,169-1.4% |
| Admin fee / account holder | $1,184 | $276+329.4% | $3,599-67.1% | $479+147.0% |