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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 | $35,881 | $61,789-41.9% | $97,167-63.1% | $80,874-55.6% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.7%-27.2pp | 67.6%-22.2pp |
| Annual return | 13.35% | -557.90%+571.3pp | 75.27%-61.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,372 | $1,837-25.3% | $2,729-49.7% | $2,756-50.2% |
| Participant deferral / active EE | $2,672 | $3,028-11.8% | $4,264-37.3% | $4,297-37.8% |
| Admin fee / account holder | $6,267 | $5,168+21.3% | $5,650+10.9% | $6,935-9.6% |