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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 | $34,659 | $63,703-45.6% | $93,063-62.8% | $82,448-58.0% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.6pp | 68.1%-6.5pp |
| Annual return | 16.70% | -775.43%+792.1pp | 34.15%-17.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,842 | $1,729+6.6% | $2,476-25.6% | $2,551-27.8% |
| Participant deferral / active EE | $3,579 | $2,919+22.6% | $3,958-9.6% | $4,139-13.5% |
| Admin fee / account holder | $9,890 | $5,982+65.3% | $6,033+63.9% | $7,234+36.7% |