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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 | $65,213 | $75,962-14.2% | $154,111-57.7% | $64,173+1.6% |
| Participation rate | 64.5% | 70.4%-5.9pp | 83.0%-18.5pp | 69.6%-5.1pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,884 | $3,350-43.8% | $5,298-64.4% | $2,381-20.9% |
| Participant deferral / active EE | $4,085 | $3,175+28.7% | $5,081-19.6% | $3,470+17.7% |
| Admin fee / account holder | $498 | $5,589-91.1% | $13,411-96.3% | $4,887-89.8% |