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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 | $47,275 | $45,566+3.7% | $64,105-26.3% | $59,633-20.7% |
| Participation rate | 63.0% | 60.2%+2.9pp | 68.2%-5.1pp | 68.7%-5.6pp |
| Annual return | -0.71% | 4.95%-5.7pp | 791.24%-791.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $852 | $934-8.8% | $1,820-53.2% | $2,203-61.3% |
| Participant deferral / active EE | $2,144 | $2,057+4.3% | $2,822-24.0% | $3,192-32.8% |
| Admin fee / account holder | $2,010 | $3,268-38.5% | $4,499-55.3% | $4,297-53.2% |