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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 | $53,703 | $72,404-25.8% | $110,241-51.3% | $64,181-16.3% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.8pp |
| Annual return | 7.49% | -6.29%+13.8pp | 314.75%-307.3pp | 7.63%-0.1pp |
| Employer contribution / active EE | $706 | $2,282-69.0% | $3,827-81.5% | $2,381-70.3% |
| Participant deferral / active EE | $2,162 | $3,469-37.7% | $4,672-53.7% | $3,470-37.7% |
| Admin fee / account holder | $5,446 | $5,664-3.9% | $8,548-36.3% | $4,887+11.4% |