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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 | $50,010 | $61,755-19.0% | $97,161-48.5% | $80,911-38.2% |
| Participation rate | 61.2% | 63.5%-2.3pp | 72.7%-11.5pp | 67.6%-6.4pp |
| Annual return | 10.99% | -557.90%+568.9pp | 75.36%-64.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,524 | $1,835-17.0% | $2,723-44.0% | $2,756-44.7% |
| Participant deferral / active EE | $2,948 | $3,026-2.6% | $4,265-30.9% | $4,297-31.4% |
| Admin fee / account holder | $932 | $5,166-82.0% | $5,647-83.5% | $6,935-86.6% |