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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 | $79,233 | $45,566+73.9% | $64,105+23.6% | $59,633+32.9% |
| Participation rate | 63.5% | 60.2%+3.3pp | 68.2%-4.7pp | 68.7%-5.2pp |
| Annual return | -1.11% | 4.95%-6.1pp | 791.24%-792.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $409 | $934-56.2% | $1,820-77.5% | $2,203-81.4% |
| Participant deferral / active EE | $2,997 | $2,057+45.7% | $2,822+6.2% | $3,192-6.1% |
| Admin fee / account holder | $1,526 | $3,268-53.3% | $4,499-66.1% | $4,297-64.5% |