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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 | $67,333 | $77,816-13.5% | $123,549-45.5% | $64,181+4.9% |
| Participation rate | 59.5% | 74.7%-15.2pp | 82.3%-22.8pp | 69.6%-10.0pp |
| Annual return | -5.30% | 12.49%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,320 | $3,014-23.0% | $4,628-49.9% | $2,381-2.6% |
| Participant deferral / active EE | $6,421 | $5,240+22.5% | $6,426-0.1% | $3,470+85.1% |
| Admin fee / account holder | $8,284 | $5,519+50.1% | $9,284-10.8% | $4,887+69.5% |