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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 | $51,422 | $67,411-23.7% | $91,004-43.5% | $70,126-26.7% |
| Participation rate | 68.8% | 71.4%-2.6pp | 75.6%-6.9pp | 69.5%-0.8pp |
| Annual return | 14.50% | -40.16%+54.7pp | 4.60%+9.9pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,613 | $1,786+102.3% | $2,456+47.1% | $2,343+54.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,441 | $4,236+4.8% | $5,417-18.0% | $4,645-4.4% |