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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 | $28,947 | $56,339-48.6% | $104,301-72.2% | $68,495-57.7% |
| Participation rate | 57.1% | 63.3%-6.1pp | 73.3%-16.1pp | 67.9%-10.7pp |
| Annual return | 85.98% | -9.19%+95.2pp | 24.61%+61.4pp | -7.84%+93.8pp |
| Employer contribution / active EE | $2,490 | $1,960+27.0% | $3,373-26.2% | $2,596-4.1% |
| Participant deferral / active EE | $3,293 | $3,077+7.0% | $4,626-28.8% | $4,028-18.2% |
| Admin fee / account holder | $1,140 | $4,902-76.7% | $7,340-84.5% | $5,403-78.9% |