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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 | $54,461 | $63,703-14.5% | $93,063-41.5% | $82,448-33.9% |
| Participation rate | 22.5% | 63.8%-41.3pp | 72.1%-49.6pp | 68.1%-45.6pp |
| Annual return | 19.70% | -775.43%+795.1pp | 34.15%-14.5pp | 41.64%-21.9pp |
| Employer contribution / active EE | $905 | $1,729-47.7% | $2,476-63.5% | $2,551-64.5% |
| Participant deferral / active EE | $2,056 | $2,919-29.6% | $3,958-48.1% | $4,139-50.3% |
| Admin fee / account holder | $2,185 | $5,982-63.5% | $6,033-63.8% | $7,234-69.8% |