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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 | $53,305 | $77,817-31.5% | $123,553-56.9% | $64,173-16.9% |
| Participation rate | 54.4% | 74.7%-20.3pp | 82.3%-27.9pp | 69.6%-15.2pp |
| Annual return | -5.73% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,526 | $3,014-16.2% | $4,628-45.4% | $2,381+6.1% |
| Participant deferral / active EE | $5,085 | $5,240-3.0% | $6,426-20.9% | $3,470+46.6% |
| Admin fee / account holder | $3,342 | $5,519-39.5% | $9,284-64.0% | $4,887-31.6% |