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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 | $51,112 | $63,703-19.8% | $93,063-45.1% | $82,448-38.0% |
| Participation rate | 36.4% | 63.8%-27.5pp | 72.1%-35.8pp | 68.1%-31.7pp |
| Annual return | 21.86% | -775.43%+797.3pp | 34.15%-12.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,835 | $1,729+6.2% | $2,476-25.9% | $2,551-28.1% |
| Participant deferral / active EE | $3,798 | $2,919+30.1% | $3,958-4.1% | $4,139-8.2% |
| Admin fee / account holder | $2,174 | $5,982-63.7% | $6,033-64.0% | $7,234-70.0% |