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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 | $96,539 | $61,787+56.2% | $97,197-0.7% | $80,925+19.3% |
| Participation rate | 46.4% | 63.5%-17.1pp | 72.7%-26.3pp | 67.7%-21.2pp |
| Annual return | 12.17% | -558.16%+570.3pp | 75.47%-63.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,781 | $1,836-3.0% | $2,723-34.6% | $2,756-35.4% |
| Participant deferral / active EE | $3,206 | $3,027+5.9% | $4,263-24.8% | $4,299-25.4% |
| Admin fee / account holder | $836 | $5,170-83.8% | $5,637-85.2% | $6,940-88.0% |