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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 | $49,662 | $45,566+9.0% | $64,105-22.5% | $59,633-16.7% |
| Participation rate | 41.4% | 60.2%-18.8pp | 68.2%-26.8pp | 68.7%-27.3pp |
| Annual return | -0.64% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $981 | $934+5.0% | $1,820-46.1% | $2,203-55.5% |
| Participant deferral / active EE | $2,359 | $2,057+14.7% | $2,822-16.4% | $3,192-26.1% |
| Admin fee / account holder | $504 | $3,268-84.6% | $4,499-88.8% | $4,297-88.3% |