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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 | $94,840 | $45,566+108.1% | $64,105+47.9% | $59,633+59.0% |
| Participation rate | 47.6% | 60.2%-12.6pp | 68.2%-20.6pp | 68.7%-21.1pp |
| Annual return | -0.62% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $454 | $934-51.4% | $1,820-75.0% | $2,203-79.4% |
| Participant deferral / active EE | $1,976 | $2,057-3.9% | $2,822-30.0% | $3,192-38.1% |
| Admin fee / account holder | $4,377 | $3,268+33.9% | $4,499-2.7% | $4,297+1.9% |