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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 | $44,841 | $73,848-39.3% | $143,799-68.8% | $68,486-34.5% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -14.59% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $6,753 | $3,184+112.1% | $4,952+36.4% | $2,597+160.1% |
| Participant deferral / active EE | $8,314 | $3,385+145.7% | $5,638+47.5% | $4,028+106.4% |
| Admin fee / account holder | $7,287 | $5,755+26.6% | $14,677-50.4% | $5,404+34.9% |