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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 | $76,483 | $77,817-1.7% | $123,553-38.1% | $64,173+19.2% |
| Participation rate | 51.7% | 74.7%-23.0pp | 82.3%-30.6pp | 69.6%-17.8pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,397 | $3,014-53.7% | $4,628-69.8% | $2,381-41.3% |
| Participant deferral / active EE | $3,532 | $5,240-32.6% | $6,426-45.0% | $3,470+1.8% |
| Admin fee / account holder | $549 | $5,519-90.1% | $9,284-94.1% | $4,887-88.8% |