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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 | $34,186 | $61,815-44.7% | $97,295-64.9% | $80,959-57.8% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.7%-11.1pp | 67.7%-6.1pp |
| Annual return | 15.05% | -558.73%+573.8pp | 75.62%-60.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,342 | $1,836-26.9% | $2,723-50.7% | $2,757-51.3% |
| Participant deferral / active EE | $2,477 | $3,027-18.2% | $4,264-41.9% | $4,300-42.4% |
| Admin fee / account holder | $5,019 | $5,166-2.8% | $5,646-11.1% | $6,925-27.5% |