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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 | $49,630 | $67,411-26.4% | $91,004-45.5% | $70,126-29.2% |
| Participation rate | 67.6% | 71.4%-3.7pp | 75.6%-8.0pp | 69.5%-1.9pp |
| Annual return | 18.10% | -40.16%+58.3pp | 4.60%+13.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $671 | $1,786-62.4% | $2,456-72.7% | $2,343-71.3% |
| Participant deferral / active EE | $1,442 | $2,823-48.9% | $3,548-59.3% | $3,332-56.7% |
| Admin fee / account holder | $891 | $4,236-79.0% | $5,417-83.5% | $4,645-80.8% |