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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 | $60,783 | $211,946-71.3% | $169,452-64.1% | $135,382-55.1% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -8.94% | 3.26%-12.2pp | 1.83%-10.8pp | 519.77%-528.7pp |
| Employer contribution / active EE | $923 | $5,117-82.0% | $4,157-77.8% | $4,779-80.7% |
| Participant deferral / active EE | $4,240 | $6,075-30.2% | $5,277-19.7% | $5,609-24.4% |
| Admin fee / account holder | $562 | $11,472-95.1% | $9,110-93.8% | $10,829-94.8% |