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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 | $61,816-19.1% | $97,260-48.6% | $80,935-38.2% |
| Participation rate | 61.2% | 63.5%-2.2pp | 72.7%-11.4pp | 67.7%-6.4pp |
| Annual return | 10.99% | -558.73%+569.7pp | 75.54%-64.6pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,524 | $1,836-17.0% | $2,721-44.0% | $2,757-44.7% |
| Participant deferral / active EE | $2,948 | $3,027-2.6% | $4,262-30.8% | $4,299-31.4% |
| Admin fee / account holder | $932 | $5,166-82.0% | $5,640-83.5% | $6,924-86.5% |