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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 | $72,045 | $82,324-12.5% | $68,803+4.7% | $134,545-46.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -12.19% | -2.17%-10.0pp | -6.37%-5.8pp | 418.37%-430.6pp |
| Employer contribution / active EE | $702 | $3,302-78.7% | $2,656-73.6% | $4,742-85.2% |
| Participant deferral / active EE | $2,703 | $4,740-43.0% | $3,942-31.4% | $6,401-57.8% |
| Admin fee / account holder | $9,142 | $6,485+41.0% | $4,936+85.2% | $11,431-20.0% |