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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 | $76,772 | $84,518-9.2% | $67,704+13.4% | $125,389-38.8% |
| Participation rate | 54.5% | 74.8%-20.2pp | 67.5%-13.0pp | 83.2%-28.6pp |
| Annual return | -2.33% | 2.57%-4.9pp | 25.41%-27.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,275 | $3,292-0.5% | $2,559+28.0% | $4,866-32.7% |
| Participant deferral / active EE | $5,718 | $4,430+29.1% | $3,585+59.5% | $5,352+6.8% |
| Admin fee / account holder | $333 | $5,340-93.8% | $4,255-92.2% | $9,541-96.5% |