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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 | $45,012 | $61,787-27.1% | $97,197-53.7% | $80,925-44.4% |
| Participation rate | 53.3% | 63.5%-10.1pp | 72.7%-19.4pp | 67.7%-14.3pp |
| Annual return | 12.34% | -558.16%+570.5pp | 75.47%-63.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $983 | $1,836-46.5% | $2,723-63.9% | $2,756-64.3% |
| Participant deferral / active EE | $1,601 | $3,027-47.1% | $4,263-62.4% | $4,299-62.7% |
| Admin fee / account holder | $3,462 | $5,170-33.0% | $5,637-38.6% | $6,940-50.1% |