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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 | $45,756 | $61,755-25.9% | $97,161-52.9% | $80,911-43.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.6%-12.1pp |
| Annual return | 15.20% | -557.90%+573.1pp | 75.36%-60.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,287 | $1,835-29.9% | $2,723-52.7% | $2,756-53.3% |
| Participant deferral / active EE | $3,754 | $3,026+24.1% | $4,265-12.0% | $4,297-12.6% |
| Admin fee / account holder | $741 | $5,166-85.7% | $5,647-86.9% | $6,935-89.3% |