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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 | $34,848 | $47,553-26.7% | $136,867-74.5% | $69,733-50.0% |
| Participation rate | 62.4% | 61.4%+1.0pp | 74.5%-12.2pp | 62.5%-0.1pp |
| Annual return | 10.45% | -91.50%+101.9pp | 42.97%-32.5pp | 15.22%-4.8pp |
| Employer contribution / active EE | $1,404 | $2,087-32.7% | $3,547-60.4% | $2,250-37.6% |
| Participant deferral / active EE | $2,602 | $2,300+13.1% | $4,924-47.1% | $3,054-14.8% |
| Admin fee / account holder | $433 | $3,496-87.6% | $10,340-95.8% | $3,102-86.1% |