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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 | $70,813 | $45,566+55.4% | $64,105+10.5% | $59,633+18.7% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | -0.34% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $168 | $934-82.0% | $1,820-90.7% | $2,203-92.4% |
| Participant deferral / active EE | $1,685 | $2,057-18.1% | $2,822-40.3% | $3,192-47.2% |
| Admin fee / account holder | $3,891 | $3,268+19.1% | $4,499-13.5% | $4,297-9.5% |