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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 | $31,348 | $77,816-59.7% | $123,552-74.6% | $64,173-51.2% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -6.07% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $624 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $5,666 | $5,240+8.1% | $6,426-11.8% | $3,470+63.3% |
| Admin fee / account holder | $3,346 | $5,519-39.4% | $9,285-64.0% | $4,887-31.5% |