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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 | $63,182 | $63,354-0.3% | $94,105-32.9% | $82,637-23.5% |
| Participation rate | 57.8% | 63.8%-6.0pp | 71.9%-14.2pp | 68.1%-10.3pp |
| Annual return | 19.22% | 34.36%-15.1pp | 204.55%-185.3pp | 53.51%-34.3pp |
| Employer contribution / active EE | $782 | $1,760-55.6% | $2,504-68.8% | $2,552-69.4% |
| Participant deferral / active EE | $1,869 | $2,873-35.0% | $3,881-51.9% | $4,126-54.7% |
| Admin fee / account holder | $12,933 | $5,073+154.9% | $6,199+108.6% | $7,339+76.2% |