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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 | $77,562 | $67,411+15.1% | $91,004-14.8% | $70,126+10.6% |
| Participation rate | 46.3% | 71.4%-25.1pp | 75.6%-29.3pp | 69.5%-23.3pp |
| Annual return | 22.78% | -40.16%+62.9pp | 4.60%+18.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $691 | $1,786-61.3% | $2,456-71.9% | $2,343-70.5% |
| Participant deferral / active EE | $1,958 | $2,823-30.6% | $3,548-44.8% | $3,332-41.2% |
| Admin fee / account holder | $3,135 | $4,236-26.0% | $5,417-42.1% | $4,645-32.5% |