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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 | $55,324 | $61,815-10.5% | $97,295-43.1% | $80,959-31.7% |
| Participation rate | 64.6% | 63.5%+1.1pp | 72.7%-8.1pp | 67.7%-3.1pp |
| Annual return | 20.59% | -558.73%+579.3pp | 75.62%-55.0pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,349 | $1,836-26.6% | $2,723-50.5% | $2,757-51.1% |
| Participant deferral / active EE | $2,616 | $3,027-13.6% | $4,264-38.7% | $4,300-39.2% |
| Admin fee / account holder | $2,342 | $5,166-54.7% | $5,646-58.5% | $6,925-66.2% |