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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 | $56,626 | $45,566+24.3% | $64,105-11.7% | $59,633-5.0% |
| Participation rate | 59.0% | 60.2%-1.2pp | 68.2%-9.2pp | 68.7%-9.7pp |
| Annual return | -0.36% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $361 | $934-61.3% | $1,820-80.2% | $2,203-83.6% |
| Participant deferral / active EE | $2,289 | $2,057+11.3% | $2,822-18.9% | $3,192-28.3% |
| Admin fee / account holder | $5,546 | $3,268+69.7% | $4,499+23.3% | $4,297+29.1% |