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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 | $61,184 | $45,566+34.3% | $64,105-4.6% | $59,633+2.6% |
| Participation rate | 58.2% | 60.2%-1.9pp | 68.2%-9.9pp | 68.7%-10.4pp |
| Annual return | -2.68% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $258 | $934-72.4% | $1,820-85.8% | $2,203-88.3% |
| Participant deferral / active EE | $3,383 | $2,057+64.5% | $2,822+19.9% | $3,192+6.0% |
| Admin fee / account holder | $4,381 | $3,268+34.1% | $4,499-2.6% | $4,297+2.0% |