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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 | $55,784 | $57,352-2.7% | $83,831-33.5% | $64,173-13.1% |
| Participation rate | 60.8% | 68.6%-7.8pp | 76.1%-15.4pp | 69.6%-8.8pp |
| Annual return | -3.37% | 11.38%-14.7pp | 850.99%-854.4pp | 7.63%-11.0pp |
| Employer contribution / active EE | $831 | $2,546-67.3% | $3,631-77.1% | $2,381-65.1% |
| Participant deferral / active EE | $6,821 | $2,993+127.9% | $4,082+67.1% | $3,470+96.6% |
| Admin fee / account holder | $722 | $4,046-82.2% | $5,479-86.8% | $4,887-85.2% |