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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 | $64,941 | $72,404-10.3% | $110,241-41.1% | $64,181+1.2% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.75%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,651 | $2,282-27.6% | $3,827-56.8% | $2,381-30.6% |
| Participant deferral / active EE | $4,574 | $3,469+31.9% | $4,672-2.1% | $3,470+31.8% |
| Admin fee / account holder | $729 | $5,664-87.1% | $8,548-91.5% | $4,887-85.1% |