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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 | $61,776 | $90,467-31.7% | $93,759-34.1% | $134,509-54.1% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | 43.27% | -15.72%+59.0pp | -11.33%+54.6pp | 418.13%-374.9pp |
| Employer contribution / active EE | $1,962 | $4,345-54.8% | $4,324-54.6% | $4,741-58.6% |
| Participant deferral / active EE | $3,251 | $5,980-45.6% | $6,096-46.7% | $6,400-49.2% |
| Admin fee / account holder | $1,180 | $9,258-87.3% | $7,197-83.6% | $11,427-89.7% |