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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 | $82,315 | $100,811-18.3% | $86,698-5.1% | $134,545-38.8% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -14.18% | 29.11%-43.3pp | 35.96%-50.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,241 | $3,490-7.1% | $2,837+14.3% | $4,742-31.6% |
| Participant deferral / active EE | $5,362 | $5,339+0.4% | $4,656+15.2% | $6,401-16.2% |
| Admin fee / account holder | $729 | $10,926-93.3% | $7,492-90.3% | $11,431-93.6% |