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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 | $66,606 | $52,519+26.8% | $155,789-57.2% | $59,633+11.7% |
| Participation rate | 63.6% | 61.7%+1.9pp | 76.1%-12.5pp | 68.7%-5.0pp |
| Annual return | -2.18% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $956 | $1,589-39.9% | $3,839-75.1% | $2,203-56.6% |
| Participant deferral / active EE | $3,412 | $3,084+10.6% | $4,798-28.9% | $3,192+6.9% |
| Admin fee / account holder | $1,096 | $3,540-69.1% | $7,477-85.3% | $4,297-74.5% |