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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 | $43,434 | $63,703-31.8% | $93,063-53.3% | $82,448-47.3% |
| Participation rate | 19.4% | 63.8%-44.5pp | 72.1%-52.8pp | 68.1%-48.7pp |
| Annual return | 13.92% | -775.43%+789.3pp | 34.15%-20.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $639 | $1,729-63.0% | $2,476-74.2% | $2,551-75.0% |
| Participant deferral / active EE | $1,129 | $2,919-61.3% | $3,958-71.5% | $4,139-72.7% |
| Admin fee / account holder | $6,118 | $5,982+2.3% | $6,033+1.4% | $7,234-15.4% |