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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 | $50,125 | $67,411-25.6% | $91,004-44.9% | $70,126-28.5% |
| Participation rate | 65.4% | 71.4%-6.0pp | 75.6%-10.2pp | 69.5%-4.2pp |
| Annual return | 13.89% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,601 | $1,786-10.4% | $2,456-34.8% | $2,343-31.7% |
| Participant deferral / active EE | $3,108 | $2,823+10.1% | $3,548-12.4% | $3,332-6.7% |
| Admin fee / account holder | $915 | $4,236-78.4% | $5,417-83.1% | $4,645-80.3% |