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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 | $35,270 | $45,566-22.6% | $64,105-45.0% | $59,633-40.9% |
| Participation rate | 61.3% | 60.2%+1.1pp | 68.2%-6.9pp | 68.7%-7.4pp |
| Annual return | -1.37% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $551 | $934-41.0% | $1,820-69.7% | $2,203-75.0% |
| Participant deferral / active EE | $1,483 | $2,057-27.9% | $2,822-47.4% | $3,192-53.5% |
| Admin fee / account holder | $820 | $3,268-74.9% | $4,499-81.8% | $4,297-80.9% |