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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 | $57,881 | $39,245+47.5% | $64,105-9.7% | $52,331+10.6% |
| Participation rate | 33.6% | 58.2%-24.7pp | 68.2%-34.6pp | 68.1%-34.5pp |
| Annual return | -1.34% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,528 | $736+107.6% | $1,820-16.0% | $1,882-18.8% |
| Participant deferral / active EE | $2,522 | $1,992+26.6% | $2,822-10.6% | $3,022-16.5% |
| Admin fee / account holder | $1,854 | $592+212.9% | $4,499-58.8% | $592+213.4% |