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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 | $97,462 | $53,546+82.0% | $69,890+39.5% | $68,490+42.3% |
| Participation rate | 58.0% | 64.5%-6.5pp | 70.5%-12.5pp | 67.9%-9.9pp |
| Annual return | -9.96% | -13.87%+3.9pp | 190.84%-200.8pp | -7.85%-2.1pp |
| Employer contribution / active EE | $610 | $2,019-69.8% | $2,560-76.2% | $2,597-76.5% |
| Participant deferral / active EE | $2,421 | $2,957-18.1% | $3,848-37.1% | $4,028-39.9% |
| Admin fee / account holder | $341 | $4,693-92.7% | $6,267-94.6% | $5,403-93.7% |