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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 | $79,537 | $72,404+9.9% | $110,243-27.9% | $64,173+23.9% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.2pp |
| Annual return | -5.72% | -6.29%+0.6pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $683 | $2,282-70.1% | $3,827-82.2% | $2,381-71.3% |
| Participant deferral / active EE | $2,646 | $3,469-23.7% | $4,672-43.4% | $3,470-23.7% |
| Admin fee / account holder | $823 | $5,664-85.5% | $8,548-90.4% | $4,887-83.2% |