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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 | $74,002 | $77,817-4.9% | $123,553-40.1% | $64,173+15.3% |
| Participation rate | 60.8% | 74.7%-13.9pp | 82.3%-21.5pp | 69.6%-8.8pp |
| Annual return | -7.44% | 12.49%-19.9pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,902 | $3,014+95.8% | $4,628+27.5% | $2,381+147.9% |
| Participant deferral / active EE | $6,089 | $5,240+16.2% | $6,426-5.2% | $3,470+75.5% |
| Admin fee / account holder | $440 | $5,519-92.0% | $9,284-95.3% | $4,887-91.0% |