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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 | $51,848 | $45,872+13.0% | $77,096-32.7% | $68,486-24.3% |
| Participation rate | 64.1% | 55.9%+8.2pp | 67.9%-3.8pp | 67.9%-3.8pp |
| Annual return | -14.84% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $5,652 | $1,650+242.6% | $2,814+100.8% | $2,597+117.7% |
| Participant deferral / active EE | $6,980 | $2,963+135.6% | $4,429+57.6% | $4,028+73.3% |
| Admin fee / account holder | $5,367 | $3,041+76.5% | $5,428-1.1% | $5,404-0.7% |