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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 | $40,034 | $76,912-47.9% | $129,118-69.0% | $68,490-41.5% |
| Participation rate | 58.1% | 69.1%-11.1pp | 77.2%-19.2pp | 67.9%-9.8pp |
| Annual return | -16.71% | -9.78%-6.9pp | -10.94%-5.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,409 | $3,243+5.1% | $5,051-32.5% | $2,597+31.3% |
| Participant deferral / active EE | $5,606 | $4,732+18.5% | $6,539-14.3% | $4,028+39.2% |
| Admin fee / account holder | $5,818 | $6,638-12.3% | $14,305-59.3% | $5,403+7.7% |