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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 | $79,853 | $99,032-19.4% | $80,022-0.2% | $135,380-41.0% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -5.59% | 15.39%-21.0pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,797 | $3,043-8.1% | $2,468+13.3% | $4,779-41.5% |
| Participant deferral / active EE | $7,969 | $4,282+86.1% | $3,686+116.2% | $5,609+42.1% |
| Admin fee / account holder | $3,560 | $10,436-65.9% | $6,521-45.4% | $10,828-67.1% |