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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 | $64,167 | $59,819+7.3% | $79,583-19.4% | $68,490-6.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -18.59% | -12.30%-6.3pp | 0.16%-18.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $6,800 | $1,505+351.7% | $2,414+181.7% | $2,597+161.9% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $500 | $4,835-89.7% | $6,835-92.7% | $5,403-90.8% |