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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 | $33,146 | $61,755-46.3% | $97,161-65.9% | $80,911-59.0% |
| Participation rate | 64.5% | 63.5%+1.0pp | 72.7%-8.2pp | 67.6%-3.1pp |
| Annual return | 13.21% | -557.90%+571.1pp | 75.36%-62.1pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,038 | $1,835+11.1% | $2,723-25.2% | $2,756-26.1% |
| Participant deferral / active EE | $6,090 | $3,026+101.2% | $4,265+42.8% | $4,297+41.7% |
| Admin fee / account holder | $1,533 | $5,166-70.3% | $5,647-72.8% | $6,935-77.9% |