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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 | $47,981 | $63,703-24.7% | $93,063-48.4% | $82,448-41.8% |
| Participation rate | 51.2% | 63.8%-12.6pp | 72.1%-20.9pp | 68.1%-16.8pp |
| Annual return | 19.47% | -775.43%+794.9pp | 34.15%-14.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,882 | $1,729+8.9% | $2,476-24.0% | $2,551-26.2% |
| Participant deferral / active EE | $3,116 | $2,919+6.8% | $3,958-21.3% | $4,139-24.7% |
| Admin fee / account holder | $517 | $5,982-91.4% | $6,033-91.4% | $7,234-92.9% |