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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 | $65,806 | $57,350+14.7% | $83,850-21.5% | $64,181+2.5% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -3.67% | 11.38%-15.1pp | 850.92%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,893 | $2,545-25.6% | $3,631-47.9% | $2,381-20.5% |
| Participant deferral / active EE | $4,322 | $2,993+44.4% | $4,082+5.9% | $3,470+24.6% |
| Admin fee / account holder | $8,614 | $4,046+112.9% | $5,478+57.2% | $4,887+76.3% |