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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 | $53,685 | $49,177+9.2% | $79,476-32.5% | $64,181-16.4% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | -7.44% | -1.16%-6.3pp | 718.21%-725.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $722 | $2,076-65.2% | $2,800-74.2% | $2,381-69.7% |
| Participant deferral / active EE | $2,747 | $2,821-2.6% | $3,704-25.8% | $3,470-20.8% |
| Admin fee / account holder | $416 | $3,839-89.2% | $5,113-91.9% | $4,887-91.5% |