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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 | $46,910 | $61,815-24.1% | $97,295-51.8% | $80,959-42.1% |
| Participation rate | 51.5% | 63.5%-11.9pp | 72.7%-21.1pp | 67.7%-16.1pp |
| Annual return | 16.92% | -558.73%+575.7pp | 75.62%-58.7pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,949 | $1,836+6.1% | $2,723-28.4% | $2,757-29.3% |
| Participant deferral / active EE | $3,897 | $3,027+28.8% | $4,264-8.6% | $4,300-9.4% |
| Admin fee / account holder | $1,147 | $5,166-77.8% | $5,646-79.7% | $6,925-83.4% |