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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 | $45,205 | $77,816-41.9% | $123,549-63.4% | $64,181-29.6% |
| Participation rate | 53.5% | 74.7%-21.2pp | 82.3%-28.8pp | 69.6%-16.1pp |
| Annual return | -5.09% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,547 | $3,014-15.5% | $4,628-45.0% | $2,381+7.0% |
| Participant deferral / active EE | $5,637 | $5,240+7.6% | $6,426-12.3% | $3,470+62.5% |
| Admin fee / account holder | $10,565 | $5,519+91.4% | $9,284+13.8% | $4,887+116.2% |