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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 | $58,655 | $77,816-24.6% | $123,552-52.5% | $64,173-8.6% |
| Participation rate | 68.6% | 74.7%-6.1pp | 82.3%-13.7pp | 69.6%-1.0pp |
| Annual return | -1.93% | 12.49%-14.4pp | 119.20%-121.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,429 | $3,014+13.8% | $4,628-25.9% | $2,381+44.0% |
| Participant deferral / active EE | $6,328 | $5,240+20.8% | $6,426-1.5% | $3,470+82.4% |
| Admin fee / account holder | $9,726 | $5,519+76.2% | $9,285+4.8% | $4,887+99.0% |