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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 | $69,194 | $77,817-11.1% | $123,553-44.0% | $64,173+7.8% |
| Participation rate | 59.6% | 74.7%-15.1pp | 82.3%-22.7pp | 69.6%-10.0pp |
| Annual return | -5.01% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,252 | $3,014-25.3% | $4,628-51.3% | $2,381-5.4% |
| Participant deferral / active EE | $6,858 | $5,240+30.9% | $6,426+6.7% | $3,470+97.7% |
| Admin fee / account holder | $1,200 | $5,519-78.2% | $9,284-87.1% | $4,887-75.4% |