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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 | $50,174 | $45,566+10.1% | $64,105-21.7% | $59,633-15.9% |
| Participation rate | 45.0% | 60.2%-15.2pp | 68.2%-23.2pp | 68.7%-23.7pp |
| Annual return | 0.15% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $606 | $934-35.1% | $1,820-66.7% | $2,203-72.5% |
| Participant deferral / active EE | $2,181 | $2,057+6.0% | $2,822-22.7% | $3,192-31.7% |
| Admin fee / account holder | $3,407 | $3,268+4.3% | $4,499-24.3% | $4,297-20.7% |