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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 | $51,470 | $39,245+31.2% | $64,105-19.7% | $52,331-1.6% |
| Participation rate | 45.6% | 58.2%-12.6pp | 68.2%-22.5pp | 68.1%-22.5pp |
| Annual return | -1.09% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $266 | $736-63.8% | $1,820-85.4% | $1,882-85.9% |
| Participant deferral / active EE | $2,374 | $1,992+19.2% | $2,822-15.9% | $3,022-21.5% |
| Admin fee / account holder | $2,628 | $592+343.6% | $4,499-41.6% | $592+344.3% |