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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 | $31,849 | $45,566-30.1% | $64,105-50.3% | $59,633-46.6% |
| Participation rate | 67.3% | 60.2%+7.1pp | 68.2%-0.9pp | 68.7%-1.4pp |
| Annual return | -0.67% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $180 | $934-80.7% | $1,820-90.1% | $2,203-91.8% |
| Participant deferral / active EE | $1,937 | $2,057-5.8% | $2,822-31.4% | $3,192-39.3% |
| Admin fee / account holder | $8,574 | $3,268+162.4% | $4,499+90.6% | $4,297+99.5% |