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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 | $52,766 | $63,703-17.2% | $93,063-43.3% | $82,448-36.0% |
| Participation rate | 36.9% | 63.8%-26.9pp | 72.1%-35.2pp | 68.1%-31.1pp |
| Annual return | 15.91% | -775.43%+791.3pp | 34.15%-18.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,059 | $1,729-38.7% | $2,476-57.2% | $2,551-58.5% |
| Participant deferral / active EE | $3,965 | $2,919+35.8% | $3,958+0.2% | $4,139-4.2% |
| Admin fee / account holder | $3,311 | $5,982-44.7% | $6,033-45.1% | $7,234-54.2% |