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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 | $44,107 | $77,816-43.3% | $123,552-64.3% | $64,173-31.3% |
| Participation rate | 60.3% | 74.7%-14.5pp | 82.3%-22.0pp | 69.6%-9.3pp |
| Annual return | -6.08% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,049 | $3,014+1.2% | $4,628-34.1% | $2,381+28.1% |
| Participant deferral / active EE | $6,192 | $5,240+18.2% | $6,426-3.6% | $3,470+78.5% |
| Admin fee / account holder | $3,136 | $5,519-43.2% | $9,285-66.2% | $4,887-35.8% |