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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 | $70,870 | $71,208-0.5% | $93,681-24.3% | $80,911-12.4% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.6%-19.3pp |
| Annual return | 16.91% | 11.27%+5.6pp | 133.47%-116.6pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,427 | $1,564-8.8% | $2,422-41.1% | $2,756-48.2% |
| Participant deferral / active EE | $3,163 | $4,035-21.6% | $4,415-28.4% | $4,297-26.4% |
| Admin fee / account holder | $785 | $6,951-88.7% | $8,290-90.5% | $6,935-88.7% |