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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 | $72,035 | $45,566+58.1% | $64,105+12.4% | $59,633+20.8% |
| Participation rate | 65.4% | 60.2%+5.2pp | 68.2%-2.8pp | 68.7%-3.3pp |
| Annual return | -0.90% | 4.95%-5.9pp | 791.24%-792.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $720 | $934-22.9% | $1,820-60.4% | $2,203-67.3% |
| Participant deferral / active EE | $1,950 | $2,057-5.2% | $2,822-30.9% | $3,192-38.9% |
| Admin fee / account holder | $907 | $3,268-72.3% | $4,499-79.8% | $4,297-78.9% |