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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 | $56,893 | $45,566+24.9% | $64,105-11.2% | $59,633-4.6% |
| Participation rate | 61.8% | 60.2%+1.6pp | 68.2%-6.4pp | 68.7%-6.9pp |
| Annual return | -0.87% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $729 | $934-21.9% | $1,820-59.9% | $2,203-66.9% |
| Participant deferral / active EE | $2,493 | $2,057+21.2% | $2,822-11.6% | $3,192-21.9% |
| Admin fee / account holder | $928 | $3,268-71.6% | $4,499-79.4% | $4,297-78.4% |