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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 | $49,799 | $56,339-11.6% | $104,299-52.3% | $68,490-27.3% |
| Participation rate | 66.7% | 63.3%+3.4pp | 73.3%-6.6pp | 67.9%-1.2pp |
| Annual return | -14.40% | -9.19%-5.2pp | 24.62%-39.0pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,030 | $1,960+54.6% | $3,373-10.2% | $2,597+16.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,148 | $4,902-56.2% | $7,339-70.7% | $5,403-60.3% |