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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 | $50,155 | $43,730+14.7% | $121,220-58.6% | $64,173-21.8% |
| Participation rate | 57.1% | 58.3%-1.2pp | 71.8%-14.6pp | 69.6%-12.4pp |
| Annual return | -5.45% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $581 | $1,297-55.2% | $4,023-85.6% | $2,381-75.6% |
| Participant deferral / active EE | $1,833 | $2,281-19.6% | $3,345-45.2% | $3,470-47.2% |
| Admin fee / account holder | $550 | $3,502-84.3% | $5,021-89.0% | $4,887-88.7% |