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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 | $61,050 | $45,566+34.0% | $64,105-4.8% | $59,633+2.4% |
| Participation rate | 61.2% | 60.2%+1.1pp | 68.2%-6.9pp | 68.7%-7.4pp |
| Annual return | -2.15% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $824 | $934-11.8% | $1,820-54.7% | $2,203-62.6% |
| Participant deferral / active EE | $2,517 | $2,057+22.4% | $2,822-10.8% | $3,192-21.1% |
| Admin fee / account holder | $1,268 | $3,268-61.2% | $4,499-71.8% | $4,297-70.5% |