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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 | $87,350 | $67,411+29.6% | $91,004-4.0% | $70,126+24.6% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 18.13% | -40.16%+58.3pp | 4.60%+13.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $751 | $1,786-57.9% | $2,456-69.4% | $2,343-67.9% |
| Participant deferral / active EE | $3,940 | $2,823+39.6% | $3,548+11.0% | $3,332+18.2% |
| Admin fee / account holder | $2,861 | $4,236-32.5% | $5,417-47.2% | $4,645-38.4% |