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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 | $61,816-46.4% | $97,260-65.9% | $80,935-59.0% |
| Participation rate | 64.5% | 63.5%+1.0pp | 72.7%-8.1pp | 67.7%-3.1pp |
| Annual return | 13.21% | -558.73%+571.9pp | 75.54%-62.3pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,038 | $1,836+11.0% | $2,721-25.1% | $2,757-26.1% |
| Participant deferral / active EE | $6,090 | $3,027+101.2% | $4,262+42.9% | $4,299+41.7% |
| Admin fee / account holder | $1,533 | $5,166-70.3% | $5,640-72.8% | $6,924-77.9% |