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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 | $60,206 | $72,404-16.8% | $110,243-45.4% | $64,173-6.2% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.1pp |
| Annual return | -5.50% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $734 | $2,282-67.8% | $3,827-80.8% | $2,381-69.2% |
| Participant deferral / active EE | $2,125 | $3,469-38.8% | $4,672-54.5% | $3,470-38.8% |
| Admin fee / account holder | $4,477 | $5,664-21.0% | $8,548-47.6% | $4,887-8.4% |