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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 | $70,534 | $75,962-7.1% | $154,111-54.2% | $64,173+9.9% |
| Participation rate | 65.5% | 70.4%-5.0pp | 83.0%-17.6pp | 69.6%-4.1pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,207 | $3,350-34.1% | $5,298-58.3% | $2,381-7.3% |
| Participant deferral / active EE | $4,208 | $3,175+32.6% | $5,081-17.2% | $3,470+21.3% |
| Admin fee / account holder | $647 | $5,589-88.4% | $13,411-95.2% | $4,887-86.8% |