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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 | $50,695 | $71,878-29.5% | $86,698-41.5% | $68,486-26.0% |
| Participation rate | 69.8% | 72.2%-2.5pp | 76.6%-6.8pp | 67.9%+1.9pp |
| Annual return | -15.80% | 3.53%-19.3pp | 35.95%-51.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,251 | $2,173+95.6% | $2,837+49.9% | $2,597+63.7% |
| Participant deferral / active EE | $9,253 | $3,779+144.8% | $4,656+98.7% | $4,028+129.7% |
| Admin fee / account holder | $2,574 | $6,113-57.9% | $7,493-65.6% | $5,404-52.4% |