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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 | $71,525 | $77,816-8.1% | $123,549-42.1% | $64,181+11.4% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | -4.39% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,315 | $3,014-23.2% | $4,628-50.0% | $2,381-2.8% |
| Participant deferral / active EE | $5,564 | $5,240+6.2% | $6,426-13.4% | $3,470+60.4% |
| Admin fee / account holder | $722 | $5,519-86.9% | $9,284-92.2% | $4,887-85.2% |