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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 | $76,750 | $77,816-1.4% | $123,552-37.9% | $64,173+19.6% |
| Participation rate | 46.7% | 74.7%-28.0pp | 82.3%-35.6pp | 69.6%-22.9pp |
| Annual return | -6.01% | 12.49%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,224 | $3,014-59.4% | $4,628-73.6% | $2,381-48.6% |
| Participant deferral / active EE | $5,705 | $5,240+8.9% | $6,426-11.2% | $3,470+64.4% |
| Admin fee / account holder | $1,557 | $5,519-71.8% | $9,285-83.2% | $4,887-68.1% |