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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 | $82,825 | $77,817+6.4% | $123,553-33.0% | $64,173+29.1% |
| Participation rate | 60.4% | 74.7%-14.3pp | 82.3%-21.9pp | 69.6%-9.1pp |
| Annual return | -4.74% | 12.49%-17.2pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $560 | $3,014-81.4% | $4,628-87.9% | $2,381-76.5% |
| Participant deferral / active EE | $3,445 | $5,240-34.3% | $6,426-46.4% | $3,470-0.7% |
| Admin fee / account holder | $1,471 | $5,519-73.4% | $9,284-84.2% | $4,887-69.9% |