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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 | $55,407 | $63,703-13.0% | $93,063-40.5% | $82,448-32.8% |
| Participation rate | 56.1% | 63.8%-7.7pp | 72.1%-16.0pp | 68.1%-11.9pp |
| Annual return | 13.83% | -775.43%+789.3pp | 34.15%-20.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $736 | $1,729-57.4% | $2,476-70.3% | $2,551-71.1% |
| Participant deferral / active EE | $4,672 | $2,919+60.0% | $3,958+18.0% | $4,139+12.9% |
| Admin fee / account holder | $1,798 | $5,982-69.9% | $6,033-70.2% | $7,234-75.1% |