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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 | $87,455 | $77,816+12.4% | $123,552-29.2% | $64,173+36.3% |
| Participation rate | 67.8% | 74.7%-6.9pp | 82.3%-14.5pp | 69.6%-1.8pp |
| Annual return | -1.33% | 12.49%-13.8pp | 119.20%-120.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $984 | $3,014-67.4% | $4,628-78.7% | $2,381-58.7% |
| Participant deferral / active EE | $4,548 | $5,240-13.2% | $6,426-29.2% | $3,470+31.1% |
| Admin fee / account holder | $2,737 | $5,519-50.4% | $9,285-70.5% | $4,887-44.0% |