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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 | $50,560 | $64,719-21.9% | $112,249-55.0% | $68,486-26.2% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,840 | $2,747+3.4% | $3,636-21.9% | $2,597+9.4% |
| Participant deferral / active EE | $6,613 | $3,565+85.5% | $4,729+39.8% | $4,028+64.2% |
| Admin fee / account holder | $12,801 | $5,232+144.6% | $6,412+99.6% | $5,404+136.9% |