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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 | $17,315 | $30,732-43.7% | $59,496-70.9% | $59,633-71.0% |
| Participation rate | 61.8% | 43.2%+18.6pp | 54.6%+7.2pp | 68.7%-6.9pp |
| Annual return | -0.69% | 4.47%-5.2pp | 182.05%-182.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,476 | $631+134.1% | $1,153+28.1% | $2,203-33.0% |
| Participant deferral / active EE | $2,101 | $1,183+77.6% | $1,829+14.8% | $3,192-34.2% |
| Admin fee / account holder | $468 | $2,136-78.1% | $2,232-79.0% | $4,297-89.1% |