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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 | $81,264 | $65,027+25.0% | $90,970-10.7% | $79,852+1.8% |
| Participation rate | 59.0% | 61.6%-2.6pp | 69.0%-10.0pp | 69.6%-10.7pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $690 | $1,247-44.6% | $2,122-67.5% | $2,471-72.1% |
| Participant deferral / active EE | $3,668 | $2,512+46.0% | $3,373+8.7% | $3,740-1.9% |
| Admin fee / account holder | $445 | $4,535-90.2% | $5,960-92.5% | $5,306-91.6% |