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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 | $46,549 | $77,816-40.2% | $123,549-62.3% | $64,181-27.5% |
| Participation rate | 69.7% | 74.7%-5.0pp | 82.3%-12.6pp | 69.6%+0.1pp |
| Annual return | -7.43% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,977 | $3,014+31.9% | $4,628-14.1% | $2,381+67.0% |
| Participant deferral / active EE | $2,537 | $5,240-51.6% | $6,426-60.5% | $3,470-26.9% |
| Admin fee / account holder | $2,590 | $5,519-53.1% | $9,284-72.1% | $4,887-47.0% |