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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 | $24,681 | $61,815-60.1% | $97,295-74.6% | $80,959-69.5% |
| Participation rate | 65.9% | 63.5%+2.4pp | 72.7%-6.7pp | 67.7%-1.8pp |
| Annual return | 15.23% | -558.73%+574.0pp | 75.62%-60.4pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,486 | $1,836-19.1% | $2,723-45.4% | $2,757-46.1% |
| Participant deferral / active EE | $3,784 | $3,027+25.0% | $4,264-11.3% | $4,300-12.0% |
| Admin fee / account holder | $676 | $5,166-86.9% | $5,646-88.0% | $6,925-90.2% |