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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 | $57,598 | $61,816-6.8% | $97,260-40.8% | $80,935-28.8% |
| Participation rate | 52.5% | 63.5%-11.0pp | 72.7%-20.2pp | 67.7%-15.2pp |
| Annual return | 13.39% | -558.73%+572.1pp | 75.54%-62.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $421 | $1,836-77.1% | $2,721-84.5% | $2,757-84.7% |
| Participant deferral / active EE | $1,763 | $3,027-41.7% | $4,262-58.6% | $4,299-59.0% |
| Admin fee / account holder | $4,128 | $5,166-20.1% | $5,640-26.8% | $6,924-40.4% |