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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 | $46,187 | $45,566+1.4% | $64,105-28.0% | $59,633-22.5% |
| Participation rate | 57.7% | 60.2%-2.5pp | 68.2%-10.5pp | 68.7%-11.0pp |
| Annual return | 2.06% | 4.95%-2.9pp | 791.24%-789.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $699 | $934-25.1% | $1,820-61.6% | $2,203-68.2% |
| Participant deferral / active EE | $2,219 | $2,057+7.9% | $2,822-21.4% | $3,192-30.5% |
| Admin fee / account holder | $8,968 | $3,268+174.5% | $4,499+99.3% | $4,297+108.7% |