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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 | $80,859 | $45,566+77.5% | $64,105+26.1% | $59,633+35.6% |
| Participation rate | 61.5% | 60.2%+1.4pp | 68.2%-6.6pp | 68.7%-7.1pp |
| Annual return | -2.49% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $376 | $934-59.7% | $1,820-79.3% | $2,203-82.9% |
| Participant deferral / active EE | $2,614 | $2,057+27.1% | $2,822-7.3% | $3,192-18.1% |
| Admin fee / account holder | $3,647 | $3,268+11.6% | $4,499-18.9% | $4,297-15.1% |