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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 | $30,085 | $77,817-61.3% | $123,553-75.6% | $64,173-53.1% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -7.01% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,201 | $3,014+6.2% | $4,628-30.8% | $2,381+34.4% |
| Participant deferral / active EE | $7,085 | $5,240+35.2% | $6,426+10.3% | $3,470+104.2% |
| Admin fee / account holder | $1,199 | $5,519-78.3% | $9,284-87.1% | $4,887-75.5% |