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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 | $55,304 | $45,566+21.4% | $64,105-13.7% | $59,633-7.3% |
| Participation rate | 50.9% | 60.2%-9.3pp | 68.2%-17.3pp | 68.7%-17.8pp |
| Annual return | -1.15% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $216 | $934-76.9% | $1,820-88.1% | $2,203-90.2% |
| Participant deferral / active EE | $3,157 | $2,057+53.5% | $2,822+11.9% | $3,192-1.1% |
| Admin fee / account holder | $1,596 | $3,268-51.2% | $4,499-64.5% | $4,297-62.9% |