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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 | $57,618 | $32,117+79.4% | $71,089-18.9% | $64,173-10.2% |
| Participation rate | 56.1% | 42.7%+13.4pp | 54.6%+1.5pp | 69.6%-13.5pp |
| Annual return | -8.81% | -5.57%-3.2pp | 650.65%-659.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,011 | $712+41.9% | $1,088-7.1% | $2,381-57.6% |
| Participant deferral / active EE | $2,888 | $1,263+128.7% | $1,873+54.2% | $3,470-16.8% |
| Admin fee / account holder | $2,902 | $2,759+5.2% | $3,082-5.8% | $4,887-40.6% |