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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 | $65,060 | $45,566+42.8% | $64,105+1.5% | $59,633+9.1% |
| Participation rate | 43.6% | 60.2%-16.5pp | 68.2%-24.5pp | 68.7%-25.0pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $636 | $934-31.9% | $1,820-65.1% | $2,203-71.1% |
| Participant deferral / active EE | $2,545 | $2,057+23.8% | $2,822-9.8% | $3,192-20.3% |
| Admin fee / account holder | $2,120 | $3,268-35.1% | $4,499-52.9% | $4,297-50.7% |