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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 | $69,238 | $72,404-4.4% | $110,243-37.2% | $64,173+7.9% |
| Participation rate | 60.3% | 73.3%-13.0pp | 79.8%-19.5pp | 69.6%-9.3pp |
| Annual return | -4.83% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $804 | $2,282-64.8% | $3,827-79.0% | $2,381-66.2% |
| Participant deferral / active EE | $1,987 | $3,469-42.7% | $4,672-57.5% | $3,470-42.7% |
| Admin fee / account holder | $5,165 | $5,664-8.8% | $8,548-39.6% | $4,887+5.7% |