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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 | $60,345 | $63,703-5.3% | $93,063-35.2% | $82,448-26.8% |
| Participation rate | 49.3% | 63.8%-14.5pp | 72.1%-22.8pp | 68.1%-18.8pp |
| Annual return | 19.30% | -775.43%+794.7pp | 34.15%-14.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,528 | $1,729-11.6% | $2,476-38.3% | $2,551-40.1% |
| Participant deferral / active EE | $2,659 | $2,919-8.9% | $3,958-32.8% | $4,139-35.8% |
| Admin fee / account holder | $3,530 | $5,982-41.0% | $6,033-41.5% | $7,234-51.2% |