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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 | $72,002 | $65,704+9.6% | $94,229-23.6% | $59,633+20.7% |
| Participation rate | 67.5% | 72.1%-4.6pp | 78.8%-11.3pp | 68.7%-1.2pp |
| Annual return | -0.83% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $664 | $2,021-67.1% | $3,587-81.5% | $2,203-69.9% |
| Participant deferral / active EE | $2,259 | $3,143-28.1% | $4,320-47.7% | $3,192-29.2% |
| Admin fee / account holder | $949 | $4,265-77.8% | $6,269-84.9% | $4,297-77.9% |