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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 | $81,022 | $77,817+4.1% | $123,553-34.4% | $64,173+26.3% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | -7.49% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,907 | $3,014-36.7% | $4,628-58.8% | $2,381-19.9% |
| Participant deferral / active EE | $4,271 | $5,240-18.5% | $6,426-33.5% | $3,470+23.1% |
| Admin fee / account holder | $3,260 | $5,519-40.9% | $9,284-64.9% | $4,887-33.3% |