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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 | $94,882 | $45,566+108.2% | $64,105+48.0% | $59,633+59.1% |
| Participation rate | 63.5% | 60.2%+3.3pp | 68.2%-4.7pp | 68.7%-5.2pp |
| Annual return | -2.78% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $567 | $934-39.3% | $1,820-68.8% | $2,203-74.2% |
| Participant deferral / active EE | $4,613 | $2,057+124.3% | $2,822+63.5% | $3,192+44.5% |
| Admin fee / account holder | $2,407 | $3,268-26.3% | $4,499-46.5% | $4,297-44.0% |