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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 | $31,440 | $77,817-59.6% | $123,553-74.6% | $64,173-51.0% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -5.35% | 12.49%-17.8pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,199 | $3,014+6.1% | $4,628-30.9% | $2,381+34.3% |
| Participant deferral / active EE | $6,278 | $5,240+19.8% | $6,426-2.3% | $3,470+80.9% |
| Admin fee / account holder | $2,720 | $5,519-50.7% | $9,284-70.7% | $4,887-44.3% |