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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 | $35,660 | $45,566-21.7% | $64,105-44.4% | $59,633-40.2% |
| Participation rate | 48.3% | 60.2%-11.9pp | 68.2%-19.9pp | 68.7%-20.4pp |
| Annual return | -0.62% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $719 | $934-23.1% | $1,820-60.5% | $2,203-67.4% |
| Participant deferral / active EE | $2,585 | $2,057+25.7% | $2,822-8.4% | $3,192-19.0% |
| Admin fee / account holder | $3,096 | $3,268-5.3% | $4,499-31.2% | $4,297-28.0% |