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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 | $62,667 | $63,703-1.6% | $93,063-32.7% | $82,448-24.0% |
| Participation rate | 60.2% | 63.8%-3.6pp | 72.1%-11.9pp | 68.1%-7.9pp |
| Annual return | 22.10% | -775.43%+797.5pp | 34.15%-12.1pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,049 | $1,729+18.5% | $2,476-17.3% | $2,551-19.7% |
| Participant deferral / active EE | $4,935 | $2,919+69.1% | $3,958+24.7% | $4,139+19.2% |
| Admin fee / account holder | $5,139 | $5,982-14.1% | $6,033-14.8% | $7,234-29.0% |