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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 | $66,035 | $39,245+68.3% | $64,105+3.0% | $52,331+26.2% |
| Participation rate | 45.5% | 58.2%-12.7pp | 68.2%-22.6pp | 68.1%-22.6pp |
| Annual return | -0.73% | 14.79%-15.5pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $369 | $736-49.9% | $1,820-79.7% | $1,882-80.4% |
| Participant deferral / active EE | $3,770 | $1,992+89.3% | $2,822+33.6% | $3,022+24.7% |
| Admin fee / account holder | $2,630 | $592+343.9% | $4,499-41.5% | $592+344.6% |