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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 | $82,986 | $67,411+23.1% | $91,004-8.8% | $70,126+18.3% |
| Participation rate | 68.8% | 71.4%-2.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 15.27% | -40.16%+55.4pp | 4.60%+10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $444 | $1,786-75.2% | $2,456-81.9% | $2,343-81.1% |
| Participant deferral / active EE | $2,925 | $2,823+3.6% | $3,548-17.5% | $3,332-12.2% |
| Admin fee / account holder | $1,363 | $4,236-67.8% | $5,417-74.8% | $4,645-70.7% |