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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 | $39,268 | $46,689-15.9% | $117,498-66.6% | $68,495-42.7% |
| Participation rate | 69.0% | 56.8%+12.2pp | 70.6%-1.6pp | 67.9%+1.1pp |
| Annual return | -17.92% | -14.52%-3.4pp | 29.75%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $8,862 | $1,505+488.8% | $4,178+112.1% | $2,596+241.3% |
| Participant deferral / active EE | $3,758 | $2,637+42.5% | $4,071-7.7% | $4,028-6.7% |
| Admin fee / account holder | $2,589 | $4,021-35.6% | $5,646-54.1% | $5,403-52.1% |