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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 | $50,231 | $53,546-6.2% | $69,884-28.1% | $68,486-26.7% |
| Participation rate | 57.5% | 64.5%-7.0pp | 70.5%-13.0pp | 67.9%-10.4pp |
| Annual return | -19.05% | -13.87%-5.2pp | 190.81%-209.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,331 | $2,019+15.5% | $2,560-8.9% | $2,597-10.2% |
| Participant deferral / active EE | $4,029 | $2,957+36.3% | $3,848+4.7% | $4,0280% |
| Admin fee / account holder | $716 | $4,693-84.7% | $6,266-88.6% | $5,404-86.7% |