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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 | $45,707 | $61,755-26.0% | $97,161-53.0% | $80,911-43.5% |
| Participation rate | 61.9% | 63.5%-1.6pp | 72.7%-10.8pp | 67.6%-5.7pp |
| Annual return | 13.13% | -557.90%+571.0pp | 75.36%-62.2pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,824 | $1,835-0.6% | $2,723-33.0% | $2,756-33.8% |
| Participant deferral / active EE | $3,762 | $3,026+24.3% | $4,265-11.8% | $4,297-12.4% |
| Admin fee / account holder | $742 | $5,166-85.6% | $5,647-86.9% | $6,935-89.3% |