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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 | $59,789 | $57,352+4.2% | $83,831-28.7% | $64,173-6.8% |
| Participation rate | 56.7% | 68.6%-11.9pp | 76.1%-19.4pp | 69.6%-12.9pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $797 | $2,546-68.7% | $3,631-78.1% | $2,381-66.5% |
| Participant deferral / active EE | $2,313 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $2,165 | $4,046-46.5% | $5,479-60.5% | $4,887-55.7% |