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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 | $48,068 | $64,719-25.7% | $112,249-57.2% | $68,486-29.8% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.1%-6.5pp | 67.9%+0.7pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,079 | $2,747+12.1% | $3,636-15.3% | $2,597+18.6% |
| Participant deferral / active EE | $8,028 | $3,565+125.2% | $4,729+69.8% | $4,028+99.3% |
| Admin fee / account holder | $810 | $5,232-84.5% | $6,412-87.4% | $5,404-85.0% |