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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 | $70,193 | $57,352+22.4% | $83,831-16.3% | $64,173+9.4% |
| Participation rate | 59.4% | 68.6%-9.2pp | 76.1%-16.8pp | 69.6%-10.2pp |
| Annual return | -6.93% | 11.38%-18.3pp | 850.99%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,693 | $2,546-33.5% | $3,631-53.4% | $2,381-28.9% |
| Participant deferral / active EE | $2,752 | $2,993-8.0% | $4,082-32.6% | $3,470-20.7% |
| Admin fee / account holder | $3,059 | $4,046-24.4% | $5,479-44.2% | $4,887-37.4% |