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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 | $63,840 | $57,352+11.3% | $83,831-23.8% | $64,173-0.5% |
| Participation rate | 61.4% | 68.6%-7.2pp | 76.1%-14.8pp | 69.6%-8.2pp |
| Annual return | -5.32% | 11.38%-16.7pp | 850.99%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,164 | $2,546-54.3% | $3,631-68.0% | $2,381-51.1% |
| Participant deferral / active EE | $1,263 | $2,993-57.8% | $4,082-69.1% | $3,470-63.6% |
| Admin fee / account holder | $894 | $4,046-77.9% | $5,479-83.7% | $4,887-81.7% |