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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 | $30,524 | $61,815-50.6% | $97,295-68.6% | $80,959-62.3% |
| Participation rate | 56.1% | 63.5%-7.4pp | 72.7%-16.6pp | 67.7%-11.6pp |
| Annual return | 17.79% | -558.73%+576.5pp | 75.62%-57.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,412 | $1,836+31.4% | $2,723-11.4% | $2,757-12.5% |
| Participant deferral / active EE | $3,791 | $3,027+25.2% | $4,264-11.1% | $4,300-11.8% |
| Admin fee / account holder | $1,475 | $5,166-71.5% | $5,646-73.9% | $6,925-78.7% |