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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 | $68,278 | $67,411+1.3% | $91,004-25.0% | $70,131-2.6% |
| Participation rate | 55.9% | 71.4%-15.5pp | 75.6%-19.7pp | 69.5%-13.7pp |
| Annual return | 26.39% | -40.16%+66.6pp | 4.60%+21.8pp | 73.14%-46.8pp |
| Employer contribution / active EE | $576 | $1,786-67.7% | $2,456-76.5% | $2,342-75.4% |
| Participant deferral / active EE | $4,030 | $2,823+42.8% | $3,548+13.6% | $3,332+21.0% |
| Admin fee / account holder | $10,599 | $4,236+150.2% | $5,417+95.6% | $4,645+128.2% |