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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 | $53,370 | $61,816-13.7% | $97,260-45.1% | $80,935-34.1% |
| Participation rate | 60.4% | 63.5%-3.1pp | 72.7%-12.3pp | 67.7%-7.3pp |
| Annual return | 17.82% | -558.73%+576.5pp | 75.54%-57.7pp | 35.66%-17.8pp |
| Employer contribution / active EE | $1,833 | $1,836-0.2% | $2,721-32.7% | $2,757-33.5% |
| Participant deferral / active EE | $4,114 | $3,027+35.9% | $4,262-3.5% | $4,299-4.3% |
| Admin fee / account holder | $1,856 | $5,166-64.1% | $5,640-67.1% | $6,924-73.2% |