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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 | $48,337 | $61,816-21.8% | $97,260-50.3% | $80,935-40.3% |
| Participation rate | 54.1% | 63.5%-9.4pp | 72.7%-18.6pp | 67.7%-13.6pp |
| Annual return | 17.23% | -558.73%+576.0pp | 75.54%-58.3pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,832 | $1,836-0.2% | $2,721-32.7% | $2,757-33.5% |
| Participant deferral / active EE | $4,444 | $3,027+46.8% | $4,262+4.3% | $4,299+3.4% |
| Admin fee / account holder | $1,688 | $5,166-67.3% | $5,640-70.1% | $6,924-75.6% |