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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 | $67,532 | $77,816-13.2% | $123,549-45.3% | $64,181+5.2% |
| Participation rate | 23.1% | 74.7%-51.6pp | 82.3%-59.2pp | 69.6%-46.5pp |
| Annual return | -0.48% | 12.49%-13.0pp | 119.20%-119.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $665 | $3,014-78.0% | $4,628-85.6% | $2,381-72.1% |
| Participant deferral / active EE | $2,416 | $5,240-53.9% | $6,426-62.4% | $3,470-30.4% |
| Admin fee / account holder | $3,367 | $5,519-39.0% | $9,284-63.7% | $4,887-31.1% |