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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 | $41,211 | $45,566-9.6% | $64,105-35.7% | $59,633-30.9% |
| Participation rate | 54.0% | 60.2%-6.2pp | 68.2%-14.2pp | 68.7%-14.7pp |
| Annual return | -1.38% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $505 | $934-46.0% | $1,820-72.3% | $2,203-77.1% |
| Participant deferral / active EE | $1,683 | $2,057-18.2% | $2,822-40.4% | $3,192-47.3% |
| Admin fee / account holder | $829 | $3,268-74.6% | $4,499-81.6% | $4,297-80.7% |