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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 | $68,400 | $45,566+50.1% | $64,105+6.7% | $59,633+14.7% |
| Participation rate | 55.6% | 60.2%-4.6pp | 68.2%-12.6pp | 68.7%-13.1pp |
| Annual return | -0.23% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $301 | $934-67.8% | $1,820-83.5% | $2,203-86.4% |
| Participant deferral / active EE | $2,658 | $2,057+29.2% | $2,822-5.8% | $3,192-16.7% |
| Admin fee / account holder | $1,331 | $3,268-59.3% | $4,499-70.4% | $4,297-69.0% |