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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 | $59,259 | $45,566+30.1% | $64,105-7.6% | $59,633-0.6% |
| Participation rate | 62.9% | 60.2%+2.7pp | 68.2%-5.3pp | 68.7%-5.8pp |
| Annual return | -2.43% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $571 | $934-38.9% | $1,820-68.7% | $2,203-74.1% |
| Participant deferral / active EE | $1,757 | $2,057-14.5% | $2,822-37.7% | $3,192-44.9% |
| Admin fee / account holder | $481 | $3,268-85.3% | $4,499-89.3% | $4,297-88.8% |