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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 | $47,053 | $87,544-46.3% | $75,784-37.9% | $125,388-62.5% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -0.15% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,091 | $3,930+4.1% | $3,323+23.1% | $4,866-15.9% |
| Participant deferral / active EE | $7,538 | $4,229+78.2% | $3,652+106.4% | $5,352+40.9% |
| Admin fee / account holder | $3,167 | $6,502-51.3% | $5,300-40.2% | $9,541-66.8% |