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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 | $85,317 | $77,817+9.6% | $123,553-30.9% | $64,173+32.9% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.3%-12.8pp | 69.6%-0.1pp |
| Annual return | -5.13% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,033 | $3,014-32.5% | $4,628-56.1% | $2,381-14.6% |
| Participant deferral / active EE | $4,621 | $5,240-11.8% | $6,426-28.1% | $3,470+33.2% |
| Admin fee / account holder | $773 | $5,519-86.0% | $9,284-91.7% | $4,887-84.2% |