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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 | $53,498 | $72,404-26.1% | $110,243-51.5% | $64,173-16.6% |
| Participation rate | 63.4% | 73.3%-9.9pp | 79.8%-16.4pp | 69.6%-6.2pp |
| Annual return | -7.10% | -6.29%-0.8pp | 314.76%-321.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,193 | $2,282-47.7% | $3,827-68.8% | $2,381-49.9% |
| Participant deferral / active EE | $2,344 | $3,469-32.4% | $4,672-49.8% | $3,470-32.4% |
| Admin fee / account holder | $2,871 | $5,664-49.3% | $8,548-66.4% | $4,887-41.3% |