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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 | $54,251 | $72,404-25.1% | $110,243-50.8% | $64,173-15.5% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | -5.80% | -6.29%+0.5pp | 314.76%-320.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,504 | $2,282-34.1% | $3,827-60.7% | $2,381-36.8% |
| Participant deferral / active EE | $2,383 | $3,469-31.3% | $4,672-49.0% | $3,470-31.3% |
| Admin fee / account holder | $6,580 | $5,664+16.2% | $8,548-23.0% | $4,887+34.6% |