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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 | $51,021 | $72,404-29.5% | $110,243-53.7% | $64,173-20.5% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.5pp |
| Annual return | 3.22% | -6.29%+9.5pp | 314.76%-311.5pp | 7.63%-4.4pp |
| Employer contribution / active EE | $1,252 | $2,282-45.1% | $3,827-67.3% | $2,381-47.4% |
| Participant deferral / active EE | $3,572 | $3,469+3.0% | $4,672-23.5% | $3,470+3.0% |
| Admin fee / account holder | $704 | $5,664-87.6% | $8,548-91.8% | $4,887-85.6% |