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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 | $46,563 | $158,852-70.7% | $121,220-61.6% | $135,380-65.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -7.36% | -0.64%-6.7pp | 16.94%-24.3pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,433 | $5,666-74.7% | $4,023-64.4% | $4,779-70.0% |
| Participant deferral / active EE | $6,800 | $4,006+69.8% | $3,345+103.3% | $5,609+21.2% |
| Admin fee / account holder | $340 | $6,515-94.8% | $5,021-93.2% | $10,828-96.9% |