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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 | $68,177 | $63,703+7.0% | $93,063-26.7% | $82,448-17.3% |
| Participation rate | 32.3% | 63.8%-31.6pp | 72.1%-39.9pp | 68.1%-35.8pp |
| Annual return | 16.33% | -775.43%+791.8pp | 34.15%-17.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $912 | $1,729-47.3% | $2,476-63.2% | $2,551-64.3% |
| Participant deferral / active EE | $3,265 | $2,919+11.8% | $3,958-17.5% | $4,139-21.1% |
| Admin fee / account holder | $644 | $5,982-89.2% | $6,033-89.3% | $7,234-91.1% |