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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 | $62,600 | $45,566+37.4% | $64,105-2.3% | $59,633+5.0% |
| Participation rate | 39.3% | 60.2%-20.9pp | 68.2%-28.9pp | 68.7%-29.4pp |
| Annual return | -2.32% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $160 | $934-82.9% | $1,820-91.2% | $2,203-92.8% |
| Participant deferral / active EE | $1,184 | $2,057-42.4% | $2,822-58.0% | $3,192-62.9% |
| Admin fee / account holder | $1,323 | $3,268-59.5% | $4,499-70.6% | $4,297-69.2% |