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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 | $45,467 | $45,566-0.2% | $64,105-29.1% | $59,633-23.8% |
| Participation rate | 61.8% | 60.2%+1.6pp | 68.2%-6.4pp | 68.7%-6.9pp |
| Annual return | -0.26% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $799 | $934-14.5% | $1,820-56.1% | $2,203-63.7% |
| Participant deferral / active EE | $2,539 | $2,057+23.4% | $2,822-10.0% | $3,192-20.5% |
| Admin fee / account holder | $1,165 | $3,268-64.3% | $4,499-74.1% | $4,297-72.9% |