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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 | $51,259 | $42,383+20.9% | $76,518-33.0% | $64,173-20.1% |
| Participation rate | 53.7% | 58.1%-4.4pp | 68.0%-14.3pp | 69.6%-15.8pp |
| Annual return | -5.81% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,870 | $1,563+83.6% | $2,647+8.4% | $2,381+20.5% |
| Participant deferral / active EE | $4,922 | $2,566+91.8% | $3,836+28.3% | $3,470+41.9% |
| Admin fee / account holder | $365 | $3,198-88.6% | $4,849-92.5% | $4,887-92.5% |