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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 | $80,453 | $77,816+3.4% | $123,552-34.9% | $64,173+25.4% |
| Participation rate | 22.2% | 74.7%-52.5pp | 82.3%-60.1pp | 69.6%-47.3pp |
| Annual return | -6.97% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $959 | $3,014-68.2% | $4,628-79.3% | $2,381-59.7% |
| Participant deferral / active EE | $2,521 | $5,240-51.9% | $6,426-60.8% | $3,470-27.3% |
| Admin fee / account holder | $864 | $5,519-84.3% | $9,285-90.7% | $4,887-82.3% |