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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 | $38,647 | $69,518-44.4% | $59,883-35.5% | $135,382-71.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.7%-19.1pp | 82.6%-27.1pp |
| Annual return | -8.96% | 7.95%-16.9pp | 3.46%-12.4pp | 519.77%-528.7pp |
| Employer contribution / active EE | $2,431 | $3,235-24.9% | $2,722-10.7% | $4,779-49.1% |
| Participant deferral / active EE | $5,934 | $4,204+41.1% | $3,402+74.4% | $5,609+5.8% |
| Admin fee / account holder | $2,599 | $5,734-54.7% | $3,591-27.6% | $10,829-76.0% |