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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 | $47,379 | $71,878-34.1% | $86,698-45.4% | $68,486-30.8% |
| Participation rate | 68.6% | 72.2%-3.6pp | 76.6%-8.0pp | 67.9%+0.7pp |
| Annual return | -12.53% | 3.53%-16.1pp | 35.95%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,461 | $2,173+13.2% | $2,837-13.2% | $2,597-5.2% |
| Participant deferral / active EE | $8,894 | $3,779+135.4% | $4,656+91.0% | $4,028+120.8% |
| Admin fee / account holder | $439 | $6,113-92.8% | $7,493-94.1% | $5,404-91.9% |