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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 | $58,251 | $67,411-13.6% | $91,004-36.0% | $70,126-16.9% |
| Participation rate | 39.3% | 71.4%-32.1pp | 75.6%-36.3pp | 69.5%-30.3pp |
| Annual return | 20.60% | -40.16%+60.8pp | 4.60%+16.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $966 | $1,786-45.9% | $2,456-60.7% | $2,343-58.7% |
| Participant deferral / active EE | $1,432 | $2,823-49.3% | $3,548-59.6% | $3,332-57.0% |
| Admin fee / account holder | $2,475 | $4,236-41.6% | $5,417-54.3% | $4,645-46.7% |