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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 | $37,594 | $45,566-17.5% | $64,105-41.4% | $59,633-37.0% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | 0.16% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $677 | $934-27.5% | $1,820-62.8% | $2,203-69.2% |
| Participant deferral / active EE | $2,876 | $2,057+39.8% | $2,822+1.9% | $3,192-9.9% |
| Admin fee / account holder | $1,659 | $3,268-49.2% | $4,499-63.1% | $4,297-61.4% |