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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 | $43,401 | $45,566-4.8% | $64,105-32.3% | $59,633-27.2% |
| Participation rate | 54.7% | 60.2%-5.5pp | 68.2%-13.5pp | 68.7%-14.0pp |
| Annual return | -1.34% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $601 | $934-35.7% | $1,820-67.0% | $2,203-72.7% |
| Participant deferral / active EE | $3,458 | $2,057+68.1% | $2,822+22.5% | $3,192+8.3% |
| Admin fee / account holder | $405 | $3,268-87.6% | $4,499-91.0% | $4,297-90.6% |