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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 | $46,007 | $46,697-1.5% | $117,529-60.9% | $68,490-32.8% |
| Participation rate | 61.4% | 56.8%+4.7pp | 70.6%-9.2pp | 67.9%-6.5pp |
| Annual return | -5.42% | -14.52%+9.1pp | 29.77%-35.2pp | -7.85%+2.4pp |
| Employer contribution / active EE | $2,284 | $1,506+51.7% | $4,179-45.3% | $2,597-12.0% |
| Participant deferral / active EE | $5,063 | $2,637+92.0% | $4,072+24.3% | $4,028+25.7% |
| Admin fee / account holder | $3,541 | $4,023-12.0% | $5,645-37.3% | $5,403-34.5% |