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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 | $59,374 | $63,703-6.8% | $93,063-36.2% | $82,448-28.0% |
| Participation rate | 65.8% | 63.8%+2.0pp | 72.1%-6.3pp | 68.1%-2.3pp |
| Annual return | 16.92% | -775.43%+792.3pp | 34.15%-17.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,484 | $1,729+101.5% | $2,476+40.7% | $2,551+36.6% |
| Participant deferral / active EE | $6,802 | $2,919+133.0% | $3,958+71.8% | $4,139+64.3% |
| Admin fee / account holder | $3,114 | $5,982-47.9% | $6,033-48.4% | $7,234-57.0% |