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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 | $80,674 | $87,016-7.3% | $63,244+27.6% | $125,389-35.7% |
| Participation rate | 52.9% | 77.1%-24.1pp | 71.0%-18.1pp | 83.2%-30.2pp |
| Annual return | 2.24% | 21.71%-19.5pp | -70.31%+72.5pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,974 | $3,601-17.4% | $2,322+28.1% | $4,866-38.9% |
| Participant deferral / active EE | $4,271 | $3,939+8.4% | $2,953+44.6% | $5,352-20.2% |
| Admin fee / account holder | $3,580 | $11,954-70.0% | $5,893-39.2% | $9,541-62.5% |