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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 | $56,321 | $57,352-1.8% | $83,831-32.8% | $64,173-12.2% |
| Participation rate | 57.7% | 68.6%-10.9pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -7.92% | 11.38%-19.3pp | 850.99%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,561 | $2,546-38.7% | $3,631-57.0% | $2,381-34.4% |
| Participant deferral / active EE | $3,848 | $2,993+28.6% | $4,082-5.7% | $3,470+10.9% |
| Admin fee / account holder | $434 | $4,046-89.3% | $5,479-92.1% | $4,887-91.1% |